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Jeff Alan Merlino

U.s. Bancorp Investments, Inc.

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About Jeff Alan Merlino

Jeff Alan Merlino is a registered representative and investment advisor representative with U.S. Bancorp Investments, Inc.. Jeff has been in the securities industry since 1992. He has a Series 63, Series 65 and Series 7 licenses and holds a SIE designation. Jeff's previous firms include Chase Investment Services Corp., WAMU Investments, Inc., Wells Fargo Securities Inc., and KO Securities, Inc.. Jeff Alan Merlino is currently registered with U.S. Bancorp Investments, Inc. in Arizona, California, Colorado, Idaho, Louisiana, Minnesota, Missouri, Ohio, Oregon, Texas and Washington.

Firm Information

Jeff Merlino 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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Jeff Merlino’s Registration & Firm History

WA

03/25/2010 - Present

U.s. Bancorp Investments, Inc. (Vancouver WA)

WA

05/02/2009 - 03/25/2010

CHASE INVESTMENT SERVICES CORP. (LONGVIEW WA)

WA

12/15/1998 - 05/02/2009

WAMU INVESTMENTS, INC. (VANCOUVER WA)

CA

09/20/1996 - 10/20/1998

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

WA

01/31/1992 - 09/26/1996

KO SECURITIES, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 06/24/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jeff Alan Merlino. Review regulatory record here.
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