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Josh Keyes, Financial Advisor, CFS

Joshua Keyes

Financial Advisor
CUSO Financial Services, L.P.
904.549.8762
keyesjo@c1cufl.org
You can schedule a complimentary financial review to speak with Josh at these branch locations:
Arlington | Neptune Beach | UNF  

 

Joshua Keyes has been licensed since 2014 and has been with Community First Credit Union since February of 2020. He attended school at Jacksonville University. As an Army Reserve Service Member, he attributes one of his specialties to assisting with military and government related retirement systems.

Originally from Salisbury, Maryland, Joshua enjoys spending his free time grilling steaks and golfing. As for his role here as a Financial Advisor, he enjoys helping members accumulate and distribute assets to sustain themselves in retirement or pass on to beneficiaries. One of Joshua’s favorite quotes is by Warren Buffet: “Someone’s sitting in the shade today because someone planted a tree a long time ago.”

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

*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. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.