Mr. Freese is a Wealth Advisor and Trust Officer serving the members of Greater Iowa Credit Union, MEMBERS1st Community Credit Union, and River Valley Credit Union. He specializes in retirement planning, retirement income strategies, investment management, trust administration, and estate planning. With over 25 years of experience in the insurance and financial services industry, Jason brings a wealth of knowledge to his clients. He earned a bachelor’s degree in marketing from the University of Northern Iowa and holds the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) designations. Additionally, Jason maintains FINRA Series 6, 7, 63, and 26 licenses.
Jason Freese
Vice President, Wealth Advisor and Trust Officer
Locations
Greater Iowa Credit Union2623 Northridge Pkwy
Ames, IA 50010
MEMBERS1st Credit Union
423 Main St
Ames, IA 50010
MEMBERS1st Credit Union
910 South 12th Ave. Marshalltown
Marshalltown, IA 50158
River Valley Credit Union
2811 E 13th St
Ames, IA 50010