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Jason Dale Mittman

U.s. Bancorp Investments, Inc.

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About Jason Dale Mittman

Jason Mittman is a financial advisor with U.S. Bancorp Investments, Inc. Jason has been in the industry since July 2008 and has been registered as a financial advisor in the state of California since May 2023. Jason has experience working with high-net-worth individuals, corporations, and other businesses. Jason holds the Series 6, Series 63, and SIE licenses. Jason has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Jason Mittman 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 Mittman’s Registration & Firm History

ID

05/26/2023 - Present

U.s. Bancorp Investments, Inc. (Boise ID)

CA

01/10/2017 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)

CA

05/29/2015 - 11/30/2016

J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)

CA

05/03/2010 - 06/10/2014

UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)

CA

06/27/2006 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 06/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Dale Mittman.
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