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John P Freeman

U.s. Bancorp Investments, Inc.

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About John P Freeman

John P. Freeman is a financial advisor registered with U.s. Bancorp Investments, Inc. John is a well-experienced advisor with a strong understanding of the financial markets and investment strategies. John holds the Series 7, Series 63, Series 79, and SIE licenses. John is licensed to provide financial advice in Arizona, Arkansas, California, Colorado, Idaho, Louisiana, Mississippi, Montana, Nevada, New Mexico, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming. John has been in the financial industry since 2004 and has a strong track record of success. John is dedicated to helping clients reach their financial goals and providing them with the guidance and support they need.

Firm Information

John Freeman 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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John Freeman’s Registration & Firm History

CA

08/13/2020 - Present

U.s. Bancorp Investments, Inc. (Newport Beach CA)

CA

07/24/2015 - 08/11/2020

J.P. MORGAN SECURITIES LLC (IRVINE CA)

NY

02/23/2005 - 03/09/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/22/2004 - 12/17/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John P Freeman.
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