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Edwin Shanil Kumar

U.s. Bancorp Investments, Inc.

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About Edwin Shanil Kumar

Edwin Shanil Kumar is a financial advisor with over 10 years of experience in the industry. Edwin is currently registered with U.S. Bancorp Investments, Inc., and has been with them since December 2018. Previously, Edwin worked for J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., AXA ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and AMERIPRISE FINANCIAL SERVICES, INC. Edwin is licensed to provide financial services in California.

Firm Information

Edwin Kumar 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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Edwin Kumar’s Registration & Firm History

CA

12/05/2018 - Present

U.s. Bancorp Investments, Inc. (Folsom CA)

CA

10/01/2012 - 08/08/2018

J.P. MORGAN SECURITIES LLC (MODESTO CA)

CA

12/01/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MODESTO CA)

CA

06/09/2009 - 10/22/2009

AXA ADVISORS, LLC (FRESNO CA)

CA

05/24/2007 - 04/09/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)

CA

08/03/2006 - 02/27/2007

AMERIPRISE FINANCIAL SERVICES, INC. (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 07/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Edwin Shanil Kumar. Review regulatory record here.
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