iQ Credit Union
Jon Davis has extensive experience in the financial services sector, currently serving as Vice President of Investment Services and Financial Advisor at iQ Credit Union since September 2004, with prior roles as Financial Associate and Member Service Officer. Additionally, Jon has been a Program Manager at CUSO Financial Services, LP since March 2016. Earlier in their career, Jon held the position of Regional Director at Solutions Credit Counseling Service from October 2000 to September 2004.
iQ Credit Union
iQ Credit Union has provided members with intelligent financial services that deliver unbeatable value since 1940. The Credit Union helps consumers and business members make smarter banking decisions to maximize their finances and enjoy life’s journey. The credit union is a member of the CO-OP Network giving members access to over 30,000 ATMs nationwide for free. Insured by NCUA and Equal Housing Opportunity. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. iQ Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at iQ Credit Union are licensed to transact securities business in OR and WA.