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Jeremy Wallen

U.s. Bancorp Advisors, LLC

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About Jeremy Wallen

Jeremy Wallen is a registered investment advisor representative with U.S. Bancorp Advisors, LLC. Jeremy has been in the industry since 2005 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, New England Securities, and Charles Schwab & Co., Inc. Jeremy is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7 and SIE licenses. Jeremy is also registered with the state of Arizona as an investment advisor representative.

Firm Information

Jeremy Wallen 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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Jeremy Wallen’s Registration & Firm History

AZ

10/25/2024 - Present

U.s. Bancorp Advisors, LLC (TEMPE AZ)

AZ

05/07/2013 - 01/14/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

01/04/2013 - 04/10/2013

NEW ENGLAND SECURITIES (PHOENIX AZ)

AZ

04/11/2006 - 11/05/2012

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

NY

06/22/2005 - 02/02/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/19/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Wallen.
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