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Jessica Kirsten Mohrman

U.s. Bancorp Investments, Inc.

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About Jessica Kirsten Mohrman

Jessica Mohrman is a financial advisor currently working with U.S. Bancorp Investments, Inc. Jessica has been in the financial industry since 2003. Jessica is registered in 16 states to provide financial advice. Prior to joining U.S. Bancorp Investments, Inc., Jessica worked with BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO INVESTMENTS, LLC.

Firm Information

Jessica Mohrman 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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Jessica Mohrman’s Registration & Firm History

CA

04/03/2013 - Present

U.s. Bancorp Investments, Inc. (El Cajon CA)

CA

08/02/2006 - 04/12/2013

BANCWEST INVESTMENT SERVICES, INC. (SAN DIEGO CA)

CA

11/24/2003 - 08/01/2006

WELLS FARGO INVESTMENTS, LLC (EL CAJON CA)

CA

07/04/2003 - 11/14/2003

WM FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 03/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jessica Kirsten Mohrman. Review regulatory record here.
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