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    • Investment Services
    Corporate > InvestorServices

    • InvestorServices

      Whether you’re just starting to think about investing or want to re-examine current strategies, we offer financial planning services tailored to your current financial situation, personal preferences and risk tolerance.

      InvestorServices will help your business achieve its short- and long-term financial goals. Because we are located at Jefferson Bank, we will work directly with your business banker as a team of financial professionals ready to serve all your financial needs.

      Business Retirement Plans

      • 401(k) Plan administration
      • Savings Incentive Match Plan for Employees (SIMPLE)
      • Simplified Employee Pension (SEP)

      Retirement Savings Rollovers

      • Self-directed IRAs

      Investment Products

      • Stocks
      • Bonds
      • Mutual Funds
      • Annuities
      • Unit Investment Trusts
      • Real Estate investment Trusts

    • We’re here for you. Make that phone call today at 573.634.0895 or 573.634.0853, or leave your contact information and we’ll contact you within one business day.

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    • InvestorServices

    • Registered representatives of INVEST Financial Corporation (INVEST), member FINRA/ SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Jefferson Bank of Missouri or InvestorServices. Products and services offered through INVEST are •Not FDIC insured •Not a deposit or other obligation of or guaranteed by any bank •May lose value including possible loss of principal amount invested •Not insured by any federal agency.

      INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

      Important Consumer Information:

      This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

      1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
      2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b)

      This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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