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Jeffrey Francis Smith

U.s. Bancorp Investments, Inc.

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About Jeffrey Francis Smith

Jeffrey Francis Smith is a financial advisor at U.s. Bancorp Investments, Inc. Jeffrey has been in the financial services industry since April 18, 2013. Jeffrey has Series 7 and 66 licenses and is registered with the state of Florida. Jeffrey specializes in providing financial planning, portfolio management, and selection of other advisors. Jeffrey has experience working with individuals, high net worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Jeffrey Smith 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 Smith’s Registration & Firm History

SD

09/18/2018 - Present

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

FL

08/13/2015 - 07/03/2018

SUNTRUST INVESTMENT SERVICES, INC. (PALM BEACH FL)

FL

03/06/2013 - 08/10/2015

FIFTH THIRD SECURITIES, INC. (WEST PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 05/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Francis Smith.
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