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James Thomas Ogletree

U.s. Bancorp Investments, Inc.

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About James Thomas Ogletree

James Ogletree is a financial professional with over 20 years of experience in the industry. James is currently registered with U.S. Bancorp Investments, Inc. Previously, James worked for Wells Fargo Securities, LLC, Wells Fargo Institutional Securities, LLC, Wells Fargo Brokerage Services, L.L.C., and Wells Fargo Investments, LLC. James holds the Series 7, Series 24, and SIE licenses.

Firm Information

James Ogletree 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 Ogletree’s Registration & Firm History

NC

05/27/2016 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

MN

11/06/2009 - 09/03/2015

WELLS FARGO SECURITIES, LLC (MINNEAPOLIS MN)

MN

09/20/2005 - 08/10/2011

WELLS FARGO INSTITUTIONAL SECURITIES, LLC (MINNEAPOLIS MN)

MN

06/29/2004 - 11/06/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

CA

03/12/2001 - 06/30/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/08/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Thomas Ogletree.
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