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Jeffrey Robert Soule

U.s. Bancorp Investments, Inc.

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About Jeffrey Robert Soule

Jeffrey Soule is a financial professional with over 5 years of experience in the industry. He is a Registered Principal with U.s. Bancorp Investments, Inc. and has a strong background in securities operations. Jeffrey holds several professional licenses, including the Series 99, SIE and Series 27. Jeffrey is committed to providing comprehensive financial services to his clients. He specializes in providing financial planning, investment management, and publication of periodicals. He is dedicated to helping individuals and businesses achieve their financial goals.

Firm Information

Jeffrey Soule 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 Soule’s Registration & Firm History

MN

07/15/2015 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

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Licenses & Designations

BC

Issued 05/15/2017

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2015

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Robert Soule.
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