Company Background (1991 - Present)
National C.D. Brokerage:
Michael Morse established Jumbo C.D. Investments as a national brokerage firm (July 1991) after working for three Savings & Loans from 1985-1991.
We provide rate information, financial information, placement of investment, maturity management, funding and research services.
Clients include Banks, Savings & Loans, Credit Unions, Corporations, Associations, Foundations, and Individual Investors
Purchased the Following Companies:
- 1999 - PREMIER MANAGEMENT & TRUST COMPANY, TUSTIN, CA
- Portfolio of approximately $10 million
- 1998 - NATIONAL FUNDS MANAGEMENT, SAN LUIS OBISPO, CA
- Portfolio of approximately $15 million
- 1997 - KANSAS NATIONAL C.D. INVESTMENT COMPANY, TOPEKA, KS
- Portfolio of approximately $70 million
- 1996 - JOHN ALEXIOU, MORRO BAY, CA
- Portfolio of approximately $12.5 million
- 1995 - HAMER & ASSOCIATES, DEL MAR, CA
- Portfolio of approximately $7 million
- 1994 - 1ST NATIONWIDE C.D. MANAGEMENT, SANTA MONICA, CA
- Portfolio of approximately $76 million
- 1989 - CAPITAL MANAGEMENT ADVISORS, WALNUT CREEK, CA
- Portfolio of approximately $70 million
- (Purchased by owner during employment with U.S. Bank of California)
Reference:
| Veridian C. U. | | |
| P.O. Box 6000 | | |
| Waterloo, IA 50704 | | |
| Mr. Brad Shatzer | | |
| (319) 236-5613 | | |
| @ Portfolio: $ 7 Million | | |
