Introducing Jon Thompson
Energy One FCU wants to help you plan for your future. When you work with Energy One Retirement & Investment Services, you can be assured that you’re working with a team of experienced professionals. With a clear commitment to service, our advice and recommendations will be collaborative – and made with your specific interests in mind.
Mission Statement
I help individuals and families pursue their financial dreams by providing sound financial advice based on 28+ years of experience in the industry. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns to provide them with just the right help for their unique circumstances.
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
Contact Jon Thompson at 833.492.1422 to set up a complimentary, no-obligation appointment today.
Check the background of this investment professional on FINRA’s BrokerCheck .
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Energy One Federal Credit Union and Energy One Retirement & Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Energy One Retirement & Investment Services and may also be employees of Energy One Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Energy One Federal Credit Union or Energy One Retirement & Investment 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 |
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.
Energy One Federal Credit Union 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Energy One Retirement & Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-4287406.1-0222-0324
