The Revity Investment & Retirement Services program is offered through LPL Financial.
Jon Thompson
Financial Representative
Contact Jon by email: [email protected] or by phone at 832-429-3171
PROFESSIONAL SPECIALTIES
Jon began his Financial Services journey in 1994. He has built a career on listening to his clients, learning their needs, and aligning options in their best interests.
Jon is dedicated to helping individuals, their families, and their businesses by tailoring and customizing tools and resources to meet their goals and objectives.
QUALIFICATIONS
- Financial Advisor with LPL Financial.
- Holds the Fellow of Life Insurance Underwriters accreditation.
- Investment Advisor Representative (IAR) of LPL Financial.
- Holds FINRA Series 63, 66, 7, 31, and SEI securities licenses with LPL Financial.
- Holds life & health insurance licenses from most states.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
Resources
Sign into your investment account
Jon Thompson is qualified to provide credit union members with professional assistance, quality financial products, and dependable service. Jon is a Registered Representative of LPL Financial (LPL).
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Revity CU and Revity CU Investment & Retirement Services are not registered as a broker- dealer or investment advisor. Registered representatives of LPL offer products and services using Revity CU Investment & Retirement Services, and may also be employees of Revity CU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Revity CU or Revity CU Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Our Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.