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Jeanne Marie Abraham

U.s. Bancorp Investments, Inc.

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About Jeanne Marie Abraham

Jeanne Marie Abraham has been in the financial services industry since September 2, 1996. Jeanne is currently registered with U.S. Bancorp Investments, Inc. Jeanne has also held previous positions with UNIONBANC INVESTMENT SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC. and BA INVESTMENT SERVICES, INC. Jeanne holds Series 63, Series 7 and SIE licenses. Jeanne specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Jeanne Abraham 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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Jeanne Abraham’s Registration & Firm History

SD

05/31/2023 - Present

U.s. Bancorp Investments, Inc. (Sioux Falls SD)

CA

11/03/2016 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (SANTA BARBARA CA)

CA

10/23/2009 - 07/19/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)

CA

07/12/1999 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (VENTURA CA)

CA

05/20/1996 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

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Licenses & Designations

BC

Issued 10/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeanne Marie Abraham.
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