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New branch office joins INVEST Financial Corporation

Posted on Monday, July 20, 2015 at 9:00 am

1982 MCHS graduate Jon Robertson will head the Lynchburg branch office of INVEST Financial Cor-poration, which is partnering with Jack Daniel Employees’ Credit Union. (Photo Provided)

1982 MCHS graduate Jon Robertson will head the Lynchburg branch office of INVEST Financial Cor-poration, which is partnering with Jack Daniel Employees’ Credit Union. (Photo Provided)

LYNCHBURG, Tenn. — Jack Daniel Employees’ Credit Union has recently partnered with RAI Advisors, Inc. and INVEST Financial Corporation, a full-service Broker-Dealer and Registered Investment Adviser providing leading-edge products and services for registered representatives, financial professionals and investment adviser representatives nationwide.

The new Lynchburg Branch Office is headed by Jon Robertson. Robertson is a 1982 graduate of Moore County High School. He also graduated from Middle Tennessee State University with a degree in Finance with an emphasis in Insurance.

Through INVEST, Robertson will have access to a comprehensive array of financial products and services, including mutual funds, variable and fixed annuities, life, long term care and health insurance, stocks, bonds and IRA’s, both traditional and Roth.

In addition, he will have access to INVEST’s resources for technology and research to quickly and accurately execute transactions and deliver timely information to clients.

The Lynchburg office is located at 488 Majors Blvd.

INVEST Financial Corporation, based in Tampa, Fla., is a full-service Broker-Dealer serving investment professionals nationwide.

INVEST Financial Corporation (INVEST), is not affiliated with Jack Daniel Employees’ Credit Union or RAI Advisors, Inc. Jon Robertson is a Registered Representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products.

Products offered are: Not NCUA insured; Not a deposit or other obligation of or guaranteed by any credit union; Subject to risks including the possible loss of principal amount invested.

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