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Financial ADVSR advisor directory · SEC adviser records

U.S. Bancorp Advisors, LLC financial advisors in San Jose, CA

Every SEC-registered investment adviser representative at a U.S. Bancorp Advisors, LLC office in San Jose, A to Z.

The short answer

8 registered advisors work at U.S. Bancorp Advisors, LLC in San Jose, out of 987 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

U.S. Bancorp Advisors, LLC advisors in San Jose, A to Z

Every U.S. Bancorp Advisors, LLC advisor →

U.S. Bancorp Advisors, LLC advisors in every city and state →U.S. Bancorp Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

U.S. Bancorp Advisors, LLC advisors in other cities

Saint Paul, MN 59Cincinnati, OH 26Minneapolis, MN 19San Diego, CA 18Seattle, WA 18Portland, OR 17Glendale, CA 15Tempe, AZ 14Irvine, CA 13Milwaukee, WI 13Los Angeles, CA 12Beverly Hills, CA 10Gresham, OR 10San Francisco, CA 10Chicago, IL 9

Other firms in San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 107Wells Fargo Clearing Services, LLC 98Morgan Stanley 79Strategic Advisers LLC 63LPL Financial LLC 52Ameriprise Financial Services, LLC 49J.P. Morgan Securities LLC 32LPL Enterprise, LLC 30Transamerica Financial Advisors, LLC 23Osaic Wealth, Inc. 20UBS Financial Services Inc. 20RBC Capital Markets, LLC 18

Questions

How many financial advisors does U.S. Bancorp Advisors, LLC have in San Jose?

8 investment adviser representatives are registered at U.S. Bancorp Advisors, LLC offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 987 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is U.S. Bancorp Advisors, LLC one of the largest advisor employers in San Jose?

U.S. Bancorp Advisors, LLC ranks number 20 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 107.

How do I check a U.S. Bancorp Advisors, LLC advisor in San Jose?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the U.S. Bancorp Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.