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Jeffrey Cheng ming Lu

U.s. Bancorp Investments, Inc.

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About Jeffrey Cheng ming Lu

Jeffrey Cheng ming Lu is a registered investment advisor representative with U.S. Bancorp Investments, Inc. in San Mateo, California. Jeffrey has been in the industry since August 2007. Jeffrey is licensed in California. Previously, Jeffrey was registered with CHASE INVESTMENT SERVICES CORP. and WAMU INVESTMENTS, INC. Jeffrey has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination.

Firm Information

Jeffrey Lu 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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Jeffrey Lu’s Registration & Firm History

CA

11/24/2009 - Present

U.s. Bancorp Investments, Inc. (San Mateo CA)

CA

05/02/2009 - 11/02/2009

CHASE INVESTMENT SERVICES CORP. (SAN MATEO CA)

CA

08/02/2007 - 05/02/2009

WAMU INVESTMENTS, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 10/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Cheng ming Lu.
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