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Financial Center Manager
Mortgage Loan Officer
Jonathan Sheets, CFP®
Financial AdvisorCUSO Financial Services, L.P.* at UFCU
* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
Registered Representatives 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.
My journey to becoming a UFCU mortgage loan officer began in early 2016. I joined the organization as a home equity closing coordinator where I created a solid foundation in understanding the mortgage process within UFCU. I was able to apply this knowledge to my next role as a mortgage loan officer assistant. I was able to deepen my grasp of our products and how they benefit our Members. Now that I am a mortgage loan officer, it is my privilege to guide you through the home buying process, and find the best solution for your long-term financial goals. I look forward to the opportunity to work with you and provide you with the best service and expertise there is to offer.
On a personal note, I have been in the great city of Austin since 2011. I attended The University of Texas where I earned a BA in economics with a minor in business foundations. Hook ‘em! I enjoy spending my time listening to live music, enjoying all the great restaurants Austin has to offer, and watching sports with friends.
—If there’s a story to be told, Jonathan is the one to tell it.
Check the background of this investment professional on FINRA’s BrokerCheck.
Jonathan is a natural communicator. As a lifelong author and screenwriting enthusiast, Jonathan knows what it takes to tell a great story. The narrative might begin as one big mess, but by the end everything comes together nicely. In a way, wealth management follows the same path. Clients may not know where they stand when they first step into his office, but Jonathan helps to frame the narrative, create a plan, and bring it all together in the end.
He is a CERTIFIED FINANCIAL PLANNER™ professional and a 23 year industry veteran who joined us a little over five years ago from a competing firm. He focuses on holistic, all-encompassing planning that covers everything from basic cash flow to complex investment and estate planning strategies.
“Everything is interconnected. I can’t adjust one thing without it affecting another, so I take into account the whole picture and plan with my client’s end goal in mind. It just works out for the best that way.”
Jonathan is a University of Richmond graduate, a devoted father of two wonderful children named Jakob and Kate, and is married to his sweetheart, Kristen. When he’s not in the office, he likes to read, write, and stay active.
What is your favorite holiday? “Halloween.”
If you could meet anyone, living or dead, who would it be? “John Sayles — He’s an independent writer/director in Hollywood and I’ve always been a big fan.”
What is the one food you would never give up?
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
UFCU members can participate in the National Shared Branch Network, enabling you to transact UFCU business at hundreds of locations throughout the country. Learn more about the National Shared Branch Network, and where to find a location near you.
Important Note: ATMs at shared branch locations are not fee-free. To locate fee-free non-UFCU ATMs, please visit the ATM Alliance.
Wherever you are, UFCU membership means free access to many ATMs across Central Texas and Galveston County.