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Wealth Management Meet Our Advisors

John (JT) Duwe

LPL Financial Advisor

CA Insurance License #0M21988
Registered for Securities in: CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities Registrations are held with LPL Financial

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John (J.T.) Duwe has been assisting SAFE Credit Union members for over five years to pursue their financial goals. He was previously a member of branch management, and worked to develop lasting relationships with many of the credit union members that he helped along the way.

J.T. graduated with a Bachelor’s Degree in Business from California State University, Sacramento, with a concentration in Finance. He has over 6 years of experience in the world of banking and finances, and he always looks for solutions that are tailored to each individual’s needs and retirement objectives.

On a personal note, J.T. enjoys golfing, and spending time with his wife and his pets. He also enjoys hiking and kayaking, and is a car enthusiast.

 

Financial Advisors are registered 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial 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
 

LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, HI, ID, IL, MN, MT, NC, NM, NV, OH, OR, SC, TX, UT, VA, WA, WY.

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