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Mortgage Loan Officer
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.
I began my career in financial services in 2010 and have been in mortgage lending since 2017. My experience at UFCU has deepened my knowledge of our products and services. They truly benefit our Members. My passion is applying that knowledge to deliver the excellent service our Members deserve. Purchasing a home is a big decision, and sometimes the process can feel daunting. My goal is to exceed every Member’s expectations and help them achieve their dream of homeownership.
On a personal note, I am originally from Oklahoma but have been a Central Texan since 2013. I currently live in Leander with my wife and three children. In my spare time, I love soaking up as much time as possible with my family, being involved in various functions at my church, and watching sports with friends and family. Go POKES!
Check the background of this investment professional on FINRA’s BrokerCheck.
Jason Wolf is a modern-day Renaissance man with more than 20 years of experience in the investment world. He is genuinely interested in the success of his clients, and has a knack for turning the unknown into the familiar. His favorite quote, from Albert Einstein, sums up his commitment to client education: “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” He is passionate about educating and helping his clients become a part of the solution to reach and celebrate their goals together.
Recently moving back to Texas from the Pacific Northwest, he has given up the road in order to focus on helping UFCU Members. While on the road, he worked with many of the top advisors in the industry and shared ideas on how to position and protect clients’ assets. Raised in Texas, Jason enjoys the outdoors and spending time with his wife, Maribeth, and their three dogs.
Although he is a graduate of Texas Tech, you can find Jason rooting for the home team… until the Red Raiders come to town!
What was your favorite TV show growing up?
If you could meet anyone, living or dead, who would it be?
“Leonardo da Vinci”
What is the number one item on your bucket list?
“To attend BBQ University!”
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.