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
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. Jefferson Bank and InvestorServices are not registered as broker-dealer or Investment advisors. Registered representatives of LPL offer products and services using InvestorServices, and may also be employees of Jefferson Bank. These products and services are being offered through LPL or its affiliates, we are separate entities from, and not affiliates of, Jefferson Bank or InvestorServices.

Securities and Insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits | May Lose Value


The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.