Jeremy Cooley

VP - Financial Advisor

  • Series 7, 65, and 63 licenses

  • Bachelor of Arts, Lafayette College

  • Registered to conduct Securities Business in the following states: DE, FL, KS, MD, NJ, PA, SC, TX, WA

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Jeremy Cooley. VP - Financial Advisor.

About Jeremy Cooley

Experience

Jeremy has been providing sound financial advice to clients for over five years. His mission is to guide members on their financial journey by providing unbiased advice and the appropriate investment options. His intuitive approach focuses on creating customized plans that increase his clients’ financial confidence and align with their specific needs and goals.

Commitment

Originally from Branchburg, NJ, Jeremy earned dual Bachelor of Arts degrees in Economics and Environmental Science from Lafayette College. When he’s not trying to make a difference in the community by fundraising for Ronald McDonald House and Covenant House, he’s spending time with his fiancée and their newest family member, a puppy named Maximus.

Make an Appointment

During this appointment, we will understand your wealth management needs. We will answer your general questions and provide the next steps that best fit your situation. We will determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors available through CUSO Financial Services, L.P.* is appropriate. A meeting may be scheduled at a date and time most convenient for you.

Make an Appointment
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Footnotes

    Wealth Management available through CUSO Financial Services, LP*

    Check the background of this firm on 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    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.

    CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

    Routing Number ⑆ 263181368
    © 2025 FAIRWINDS Credit Union