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James Paul Harlan

U.s. Bancorp Investments, Inc.

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About James Paul Harlan

James Paul Harlan is a registered representative with U.S. Bancorp Investments, Inc., licensed to conduct business in 52 states and the District of Columbia. James Paul Harlan is a financial professional with over 2 years of experience in the financial services industry, holding FINRA Series 7TO, Series 63, and SIE licenses. James Paul Harlan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. U.S. Bancorp Investments, Inc. has approximately $15.8 billion in assets under management. The firm offers a variety of financial services, including financial planning, portfolio management, and publication of periodicals.

Firm Information

James Harlan 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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James Harlan’s Registration & Firm History

OH

06/27/2022 - Present

U.s. Bancorp Investments, Inc. (Cincinnati OH)

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Licenses & Designations

BC

Issued 08/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Paul Harlan.
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