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Jay A Lamar

U.s. Bancorp Investments, Inc.

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About Jay A Lamar

Jay A. Lamar is a financial professional with over 25 years of experience in the financial services industry. Jay is a registered representative with U.S. Bancorp Investments, Inc. Jay is licensed in multiple states across the country. Jay is dedicated to providing clients with personalized financial advice and guidance to help them reach their financial goals. Jay specializes in a variety of areas including retirement planning, investment management, and estate planning.

Firm Information

Jay Lamar 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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Jay Lamar’s Registration & Firm History

WI

09/04/2009 - Present

U.s. Bancorp Investments, Inc. (Waukesha WI)

MA

09/11/2006 - 05/07/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

IL

10/04/2002 - 08/29/2006

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

02/26/2001 - 10/04/2002

AFD, INC. (NORTHBROOK IL)

IL

05/28/1998 - 05/05/1999

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

NJ

05/21/1996 - 01/20/1998

COPELAND EQUITIES, INC. (SOMERSET NJ)

NY

03/09/1995 - 04/12/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/03/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay A Lamar.
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