Jorden Allegra Masson

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Secu Brokerage Services
  Raleigh, NC
• 08/2022 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2016 → Present
  State Employees' Credit Union
  Concord, NC
• 01/2023 → Present
  Credit Union Investment Services
  Raleigh, NC

Other Businesses

State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 8/2016. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 8/2022. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-08
• S63 Uniform Securities Agent State Law Examination
  2023-01-06