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James W Choi

U.s. Bancorp Investments, Inc.

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About James W Choi

James W. Choi is a financial advisor with over 15 years of experience in the industry. He has a proven track record of success, providing personalized investment advice to a range of clients, including high-net-worth individuals, corporations, and pension plans. James is registered with the state of California and Texas and holds multiple industry licenses, including Series 7 and Series 66. James is currently employed with U.S. Bancorp Investments, Inc. and has previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wells Fargo Investments, LLC. His expertise includes portfolio management for individuals and businesses, financial planning, and selection of other advisors.

Firm Information

James Choi 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 Choi’s Registration & Firm History

CA

06/10/2024 - Present

U.s. Bancorp Investments, Inc. (San Ramon CA)

CA

10/01/2012 - 03/16/2018

J.P. MORGAN SECURITIES LLC (EL CERRITO CA)

CA

08/05/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN PABLO CA)

CA

09/24/2009 - 08/09/2010

WELLS FARGO INVESTMENTS, LLC (SAN BRUNO CA)

CA

05/07/2008 - 04/07/2009

BANCWEST INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 09/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James W Choi. Review regulatory record here.
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