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Jenny Ann MacHo

U.s. Bancorp Investments, Inc.

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About Jenny Ann MacHo

Jenny Ann MacHo is a financial professional with over 12 years of experience in the industry. Jenny has been registered with U.S. Bancorp Investments, Inc. since 2013, previously working with Woodbury Financial Services, Inc. and CRI Securities, LLC. Jenny holds the Series 7, Series 7TO, and Series 24 licenses and is currently active in both the Broker-Dealer and Investment Advisor channels. Jenny works out of the Saint Paul branch office.

Firm Information

Jenny MacHo 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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Jenny MacHo’s Registration & Firm History

MN

11/28/2022 - Present

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

MN

06/26/2013 - 02/03/2017

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

MN

08/30/2010 - 06/18/2013

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

08/04/2008 - 08/13/2010

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

MN

04/04/2007 - 07/16/2008

WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)

MN

03/09/2005 - 03/30/2007

CRI SECURITIES, LLC (ST PAUL MN)

MN

03/08/2005 - 03/30/2007

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

07/29/2002 - 12/31/2003

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

BC

Issued 06/19/2006

Series 24 - General Securities Principal Examination

BC

Issued 11/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jenny Ann MacHo. Review regulatory record here.
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