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John Robert Geresi

U.s. Bancorp Investments, Inc.

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About John Robert Geresi

John Robert Geresi is a financial advisor at U.S. Bancorp Investments, Inc. John has been in the industry for over 23 years, working with clients to develop personalized financial plans. John Robert Geresi is a Series 7, Series 24, and Series 63 licensed professional. He currently has one active registration in California. In addition to his experience with U.S. Bancorp Investments, Inc., John has held positions at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., BANC ONE CAPITAL MARKETS, INC., and TD SECURITIES (USA) INC.

Firm Information

John Geresi 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 Geresi’s Registration & Firm History

CA

06/16/2017 - Present

U.s. Bancorp Investments, Inc. (Torrance CA)

CA

10/01/2008 - 08/03/2016

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

CA

08/02/2004 - 10/01/2008

J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)

IL

06/12/2003 - 08/02/2004

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

NY

04/29/1997 - 08/06/2002

TD SECURITIES (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Robert Geresi.
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