Jovia Investment Services
Plan your financial future
Partner with professionals to plan your financial future, then set your plans in motion. We are here to help you live the life you want to lead. Come see one of our well-qualified, fully-registered through LPL Financial Jovia Investment Services™ representatives and get a no-obligation financial consultation and learn about your investment and insurance options.
Benefits of Investing with Jovia
Get personalized guidance
Work one-on-one with a financial advisor to assess investment opportunities that align with your goals so you can earn more and lead in life.
Plan for retirement
Navigate the road to retirement with personalized guidance on 401(k)/pension distribution options.
Prepare for a rainy day
Plan for a future beyond your own with personalized life insurance plans that will ensure that the people you love aren't financially burdened when you're no longer able to provide for them.
Check our broad range investment products and services:
- 401(k)/pension distribution options
- Investment and retirement planning
- Retirement and IRAs
- IRA distribution options
- Fixed and variable annuities
- Mutual funds
- Life insurance
- Long-term care insurance
- Wealth management
Want to get to know our Financial Professionals? You can view their profiles here. Check the background of our investment professionals on FINRA's BrokerCheck.
Meet our Advisors
Want to get to know our advisors? You can view their profiles below.
Check the background of our investment professionals on FINRA's BrokerCheck.
Geoff Nance
Geoff Nance
As a professional investment consultant to families, business owners and professionals for over 25 years, I will partner with you to understand your needs, wants, and wishes.
Together we can create a plan to work towards achieving your desired quality of life. Utilizing a collaborative approach, I will provide personalized, independent financial solutions.
I will explain your investments in easy-to-understand terms. We will review them often and make changes when necessary.
Career Highlights:
26 years in Banking and Investment Services
FINRA Registered
Life, health and annuity licensed
Professional
Services:
Retirement Planning
Tax Advantage Investing
Wealth Preservation
Risk Management
Succession Planning
Jason Freilich
Jason Freilich
My journey in financial services began in 1999. Over these 25 years I have successfully organized individuals and business to pursue their highest priority financial goals and objectives. My passion is helping clients make confident decisions with well thought out priority planning. My professional services include retirement planning, estate & legacy planning, portfolio construction and evaluation. Today at LPL Financial we use a top-tier investment platform to work toward making your financial goals come to fruition.
Career Highlights:
25 years Financial Services Professional
FINRA securities registrations 7,65 and 63 currently held with LPL Financial.
Life, Accident and Health Licensed
Professional
Services:
Retirement Planning
Estate & Legacy planning
Tax-efficient Investment Planning
Portfolio construction and evaluation
Fixed income strategies
Adam Stork
Adam Stork
For more than 25 years, I have served as a professional financial advisor to individuals, families, and business owners, helping them pursue their most important financial goals with clarity and confidence. My role is to be my clients advocate, always putting their best interests first and providing personalized strategies that align with their unique needs, values, and long-term vision.
As a Financial Advisor, my goal is building lasting relationships based on trust, transparency, and accountability. Let’s work together to build a financial future that reflects your goals. Contact me today to start the conversation.
Career Highlights:
Over 25 years as a Financial Advisor
FINRA licensed: Series 7, 63, and 65 through LPL Financial
Life, Accident, and Health Licensed
Professional Services:
Retirement planning
Tax-efficient investment strategies
Wealth preservation and risk management strategies
Estate and legacy planning
Portfolio construction and evaluation
Already have an account with our investment services team?
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. Jovia Federal Credit Union (JFCU) and Jovia Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Jovia Investment Services, and may also be employees of JFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of JFCU or Jovia Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (depends on advisors): CA, CT, DE, FL, GA, HI, ID, MD, MI, NV, NJ, NY, NC, OH, PA, RI, SC, TX, VA,WA, WI. Securities and insurance offered through LPL or its affiliates are:
Jovia Financial Federal Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosure... for more detailed information.