Jeff Ferraris

Jeff Ferraris

Investment Services Manager, UFCU Financial Services

(512) 421-8163

Jferraris@ufcu.org

“The best investment you can make, is an investment in yourself… The more you learn, the more you earn.” Warren Buffet

Check the background of this investment professional on FINRA’s BrokerCheck.

Branch Location: UFCU Plaza

Jeff currently leads and manages wealth, retirement, brokerage and insurance professionals to improve the financial success of our clients and Members. He collaborates and partners with other credit union leadership and employees to integrate investment services strategies aimed to meet/exceed the expectations of our UFCU Members. Jeff has been in the financial services industry for over 35 years, working in Retail Services, Commercial Banking, and Investment Services.

Jeff received his Bachelor of Science in Resource & Development from the University of Rhode Island and continued his education with an MBA from the University of Phoenix. Jeff is currently registered with the following security licenses – series 7, series 66, series 24, and a group one insurance license from the Texas Department of Insurance.

He continues to accomplish many at UFCU and is committed to providing a seamless Member experience.

Get to Know Jeff

What was your favorite TV show growing up?
“Star Trek & MASH”

If you could meet anyone, living or dead, who would it be?
“Ronald Reagan”

What is the number one item on your bucket list?
“Travel more…. The list is long!”

Schedule An Appointment

Contact

Office: (512) 997-2367

8303 N Mopac Expressway

Austin, TX 78759

UFCUinvestmentservices@ufcu.org

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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. UFCU and UFCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UFCU Investment Services are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UFCU and UFCU Investment Services 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}

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