Jonah Boraby
Client Services Professional
LPL Financial
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About Jonah
Jonah Boraby is committed to assisting members with their financial queries. He is dedicated to learning the ins and outs of the products and services available at Consumers Investment Services and is studying to become licensed to provide members with the best possible service.
Jonah graduated from Cornerstone University in 2024 with a finance degree, focused on financial planning. Prior to joining Consumers Investment Services, he worked as a paraplanner for a small financial advising office where he gained experience in financial planning, investment research and more.
His background in finance and his experience in customer service roles have honed his interpersonal skills, while his passion for soccer has taught him the importance of teamwork in achieving collective goals.
“My goal in this role is to help members with excellent service and support for their financial journey,” says Jonah. His long-term goal is to build relationships and help support financial literacy among members and their families.
In his free time, Jonah enjoys working out, playing golf and soccer and hanging out with friends. Despite being from Toledo, Ohio, he is a die-hard University of Michigan fan.
*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. Consumers Credit Union and Consumers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment Services, and may also be employees of Consumers Credit Union. These products and services are being offered through *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. Consumers Credit Union and Consumers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment Services, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union or Consumers Investment Services. Securities and insurance offered through LPL or its affiliates are:
Your 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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
**The LPL Financial registered representatives 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
The LPL Financial registered representative(s) 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.
