SCHOOLSFIRST INVESTMENT SERVICES

FINANCIAL ADVISOR - JEFF YANKAUSKAS


Jeff Yankauskas

Sacramento: Madison, Fruitridge, Roseville

(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org

Schedule an appointment.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Jeff Yankauskas is a seasoned financial advisor with 31 years of experience in the industry, holding Series 7, 66 with LPL Financial and a California Insurance license. He is dedicated to understanding and pursuing the financial needs of Members by putting himself in their shoes and applying lessons learned throughout his career.

Jeff serves Members across 12 branches in the greater Sacramento area, focusing on responsibly seeking growth and preserving their wealth. He emphasizes listening to each Member's risk tolerance and retirement goals from the outset.

Outside of work, Jeff enjoys boating and celebrating life's milestones with his wife and daughters. His professional dedication and personal passions reflect his commitment to both his clients and family.

CA Insurance License 0K62741

Jeff Yankauskas 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