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Jason Austerman

U.s. Bancorp Investments, Inc.

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About Jason Austerman

Jason Austerman is a financial advisor with U.S. Bancorp Investments, Inc. Jason has 10 years of experience in the financial services industry. Jason is registered to provide investment advice in 11 states. Jason has a Series 7, Series 66, and SIE licenses. Jason specializes in providing financial advice to high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jason's current employer is U.S. Bancorp Investments, Inc. Jason has previously worked for Fifth Third Securities, Inc., Pruco Securities LLC, Ameriprise Financial Services, Inc., and Edward Jones.

Firm Information

Jason Austerman 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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Jason Austerman’s Registration & Firm History

OH

11/29/2023 - Present

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

FL

02/11/2020 - 11/29/2023

FIFTH THIRD SECURITIES, INC. (TAMPA FL)

OH

10/18/2018 - 06/04/2019

PRUCO SECURITIES, LLC. (CINCINNATI OH)

OH

09/18/2015 - 07/18/2018

AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)

OH

09/14/2012 - 09/21/2015

EDWARD JONES (HAMILTON OH)

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Licenses & Designations

BOTH

Issued 10/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Austerman.
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