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Devon Jamal Wesley

U.s. Bancorp Investments, Inc.

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About Devon Jamal Wesley

Devon Jamal Wesley is an investment advisor representative at U.s. Bancorp Investments, Inc. in Boise, Idaho. Devon is a Series 6 and Series 63 licensed advisor with experience in the financial services industry since February 16, 2019. Prior to joining U.s. Bancorp Investments, Inc., Devon worked at WELLS FARGO CLEARING SERVICES, LLC in San Diego, California. U.s. Bancorp Investments, Inc. manages over $15 billion in assets and specializes in portfolio management for individuals and businesses, financial planning, and publication of periodicals.

Firm Information

Devon Wesley is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Devon Wesley’s Registration & Firm History

ID

07/19/2024 - Present

U.s. Bancorp Investments, Inc. (Boise ID)

CA

09/24/2018 - 02/23/2024

WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 10/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devon Jamal Wesley.
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