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Jennifer Joyce-viloria Serrano

U.s. Bancorp Advisors, LLC

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About Jennifer Joyce-viloria Serrano

Jennifer Joyce-viloria Serrano is a financial advisor registered with U.S. Bancorp Advisors, LLC, a registered investment advisor firm with a main office located in Glendale, California. Jennifer holds Series 6, 7, 24, 63, and 65 licenses and has been in the industry since January 19, 2002. Jennifer’s employment history includes positions with NATIONAL PLANNING CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC. Jennifer provides portfolio management for individuals and businesses, and specializes in selecting other advisors for clients. Jennifer has been working for U.S. Bancorp Advisors, LLC since June 26, 2018, and is licensed in California.

Firm Information

Jennifer Serrano is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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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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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Jennifer Serrano’s Registration & Firm History

CA

06/26/2018 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

CA

04/30/2009 - 02/13/2018

NATIONAL PLANNING CORPORATION (El Segundo CA)

CA

09/10/2001 - 05/04/2009

ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)

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Licenses & Designations

IA

Issued 05/23/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Joyce-viloria Serrano.
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