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Janet Lucille Bush

U.s. Bancorp Advisors, LLC

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About Janet Lucille Bush

Janet Lucille Bush is a financial professional with over 17 years of experience in the financial services industry. Janet is currently registered with U.S. Bancorp Advisors, LLC in Seattle, WA. Prior to joining U.S. Bancorp Advisors, LLC, Janet was registered with UNIONBANC INVESTMENT SERVICES, LLC in Seattle, WA and RAYMOND JAMES FINANCIAL SERVICES, INC. in Everett, WA. Janet holds FINRA Series 63, 66 and 7 registrations, as well as the SIE. Janet has a strong background in providing investment advisory services to individuals, corporations and pension plans.

Firm Information

Janet Bush is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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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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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Janet Bush’s Registration & Firm History

WA

09/07/2023 - Present

U.s. Bancorp Advisors, LLC (SEATTLE WA)

WA

09/09/2010 - 05/20/2019

UNIONBANC INVESTMENT SERVICES, LLC (SEATTLE WA)

WA

01/07/2006 - 09/10/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (EVERETT WA)

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Licenses & Designations

BOTH

Issued 11/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janet Lucille Bush.
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