SCHOOLSFIRST INVESTMENT SERVICES

Jeff Irwin is a seasoned financial professional with a bachelor’s degree from California State University Fullerton and nine years of experience in the financial industry. He holds Series 6, 7, 63, and 66 licenses with LPL Financial, as well as Life and Health Insurance certifications.

Jeff's primary focus is on understanding and helping Members seek to achieve their financial goals, whether short-term or long-term. He finds great fulfillment in seeing them pursue their milestones and is dedicated to building a strong, value-based relationship from the first meeting.

His philosophy emphasizes goal setting and transparency. He believes it’s essential for Members to know what they’re investing in and how their investments work for them. By establishing clear goals and ensuring Members are well-informed, Jeff helps them make confident financial decisions. He also addresses the common misconception that investing is always risky, explaining that a well-planned and diversified portfolio can seek growth.

In his personal life, Jeff enjoys spending time with his wife and two daughters, who keep him busy and energized.

CA Insurance License 0G70223 

Jeff Irwin is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst 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

Your Credit Union ("Financial Institution") 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 www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives 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.

LPL Financial Form CRS