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Jacob Matthew rogers Kowalski

U.s. Bancorp Investments, Inc.

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About Jacob Matthew rogers Kowalski

Jacob Kowalski is a financial professional with over 10 years of experience in the industry. Jacob is currently registered with U.S. Bancorp Investments, Inc. Prior to joining U.S. Bancorp Investments, Inc., Jacob was employed by Fidelity Brokerage Services LLC and Royal Alliance Associates, Inc. Jacob is licensed to provide investment advice and services in Minnesota. Jacob holds the Series 66, Series 4, Series 24, Series 7, and SIE securities licenses.

Firm Information

Jacob Kowalski 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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Jacob Kowalski’s Registration & Firm History

MN

06/30/2016 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

MN

05/06/2015 - 05/05/2016

FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)

MN

06/05/2013 - 10/25/2013

ROYAL ALLIANCE ASSOCIATES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/13/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2024

Series 4 - Registered Options Principal Examination

BC

Issued 06/05/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Matthew rogers Kowalski.
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