Unclaimed
John Marshall Frantz is a financial advisor with U.S. Bancorp Advisors, LLC, registered to provide investment advice in Arizona, California and New York. John has been in the financial services industry since July 2010. John has experience working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Prior to joining U.S. Bancorp Advisors, LLC John worked at J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
03/19/2021 - Present
U.s. Bancorp Advisors, LLC (CLOVIS CA)
CA
03/18/2013 - 06/27/2016
J.P. MORGAN SECURITIES LLC (FRESNO CA)
CA
07/26/2010 - 03/15/2013
WELLS FARGO ADVISORS, LLC (FRESNO CA)
BOTH
Issued 08/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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