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Director, Chief Investment Officer · U.S. Bancorp Asset Management, Inc.

James D. Palmer

CRD 1735987 · Named on Form ADV at one SEC-registered adviser

At a glance

U.S. Bancorp Asset Management, Inc., an SEC-registered asset manager based in Minneapolis, MN with $427.5 billion in regulatory assets, lists James D. Palmer on its Form ADV as Director, Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard J. ErtelDirector, Chief Counsel and Secretary, U.S. Bancorp Asset Management, Inc.
  • Eric J. TholeDirector, Chief Executive Officer & President, U.S. Bancorp Asset Management, Inc.
  • Jill M. StevensonHead of Operations, U.S. Bancorp Asset Management, Inc.
  • Lisa A. IsaacsonChief Administrative Officer, U.S. Bancorp Asset Management, Inc.
  • Greg R. KirchhoffInterim Chief Compliance Officer, U.S. Bancorp Asset Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.