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Jennifer Kyle Farrell

U.s. Bancorp Advisors, LLC

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About Jennifer Kyle Farrell

Jennifer Kyle Farrell is a financial professional with over 4 years of experience in the financial services industry. Jennifer holds the Series 27, Series 99TO and SIE licenses. Jennifer is currently registered with U.s. Bancorp Advisors, LLC and PFM Fund Distributors, Inc. and has been associated with U.s. Bancorp Investments, Inc. in the past. Jennifer is a financial professional with a wide range of experience in portfolio management for businesses and individuals. Jennifer is also able to select other advisors for clients.

Firm Information

Jennifer Farrell 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 Farrell’s Registration & Firm History

CA

07/12/2023 - Present

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

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Licenses & Designations

BC

Issued 08/25/2021

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/18/2019

Series 99TO - Operations Professional Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Kyle Farrell.
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