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Jesse David Castro

U.s. Bancorp Investments, Inc.

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About Jesse David Castro

Jesse Castro is a financial advisor with over 15 years of experience in the financial services industry. Jesse has been registered with U.S. Bancorp Investments, Inc. since 2018. Prior to that, Jesse worked at Citigroup Global Markets Inc. and Citicorp Investment Services. Jesse holds the Series 6, Series 26, Series 63, and SIE licenses and has experience in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and other institutions. Jesse specializes in providing customized investment strategies and financial guidance to clients seeking to achieve their long-term financial goals.

Firm Information

Jesse Castro 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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Jesse Castro’s Registration & Firm History

CA

02/21/2018 - Present

U.s. Bancorp Investments, Inc. (San Ramon CA)

CA

05/29/2007 - 10/16/2007

CITIGROUP GLOBAL MARKETS INC. (OAKLAND CA)

CA

02/05/2003 - 05/29/2007

CITICORP INVESTMENT SERVICES (OAKLAND CA)

CA

10/30/2002 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

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Licenses & Designations

BC

Issued 04/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse David Castro.
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