Jonathan Godwin, financial advisor Beaufort NC

Jonathan Godwin

CRD Number: 4791470
Current Firm: Credit Union Investment Services

Jonathan Godwin (CRD# 4791470) is an Investment Advisor Representative working at Credit Union Investment Services in Beaufort, NC and has over 15 years of experience in the finance industry.

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Capital Investment Advisory Services, LLC
Company Name Location Dates Years
Secu Life Insurance Company Raleigh, NC Oct 2014 - Current 5
Members Trust Company Tampa, FL Oct 2010 - Current 9
Credit Union Investment Services Raleigh, NC Nov 2007 - Current 12
Secu Brokerage Services Raleigh, NC Apr 2004 - Current 15
State Employees' Credit Union Beaufort, NC Sep 2001 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Jonathan D. Godwin
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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