Frontier Investment Services

Financial Advisor

Understanding all the aspects of personal finance can be challenging - employer-provided benefits, investments, insurance, Social Security, pensions, 401(k)s, or IRAs. Devoting time and effort to each of these can take away from your time with loved ones and interests you actually enjoy.

Jason Berve, CFS* Financial Advisor

We’re pleased to welcome Jason Berve, CFS* Financial Advisor to our team. As a valuable benefit to our members, Frontier Community Credit Union offers retirement, financial planning and wealth management services through CUSO Financial Services, L.P. (CFS), a nationally recognized FINRA member firm that specializes in working with financial institutions like Frontier Community Credit Union. Discover for yourself Jason Berve’s holistic approach to your unique financial situation. Whether you’re just getting started, approaching your retirement window, or already enjoying your new life after work, Jason can help.

Any banks or brokerage firms can offer financial planning services, but what really matters to you isn’t the stock, mutual fund or IRA. It’s the process you take to pave your way to success.Jason’s singular goal is to better understand your individual needs and to align you with the best financial vehicles to drive your success. Jason will develop a plan that’s right for you and continue to work with you in the coming years to monitor your plan and make adjustments as needed.

You can meet Jason Berve at the branch most convenient to you. Jason will be providing advisory services from our Eisenhower branch. He can be reached at 913.946.1468 or jberve.cfsinvest@frontierccu.org.

Since 2010, Jason Berve has been professionally helping businesses and individuals plan for their most important financial goals. Jason graduated from Pittsburg State University with a BBA in Finance and Management as well as obtaining his MBA. He started his professional career immediately working for Edward Jones. While there he also obtained his AAMS Accreditation (Accredited Asset Management Specialist). In 2016 he was invited to become a Partner in that firm. In 2020, he took his education and experience and evolved his practice independently, starting his own financial firm. He has always had a passion for helping people plan as well as analyzing portfolios and investments to help educate clients and find their most efficient path to their goals. Working with members of Frontier Community Credit Union, he has the knowledge to lead, the empathy to listen, along with the desire to help. When he is not in the office, he enjoys spending time with his two little girls, traveling, attending various sporting events as an avid fan of all of Kansas City's professional sports teams, and enjoying friends and family at the Lake of the Ozarks or a social gathering, usually in the form of a spontaneous BBQ.

*Non-deposit investment products and services are offered through CUSO Financial Services, L..P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.