Upper Township School District Agenda Regular Meeting 2026-06-22
Edward Jones Authorized for Employee TSA Investments
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Description
Edward Jones will be authorized through broker Nathan Petrinec to offer tax shelter annuity services to district staff for the 2026/2027 school year. The firm will support employee retirement planning options.
Contract Details
Vendor
EDWARD JONES
Agency
Upper Township School District, NJ
Contract Type
FINANCIAL_SERVICES
Document Date
June 22, 2026
Contract Term
2026/2027 school year
Renewal Date
2027-06-30
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