Unclaimed
Jonathan Gennaro is an investment advisor representative with U.S. Bancorp Investments, Inc., and has been in the industry since June 1994. Jonathan is licensed in Minnesota and Texas. He is also registered in 35 other states. His firm specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Jonathan has over 25 years of experience in the financial services industry and is committed to providing his clients with personalized service and investment strategies that meet their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
07/11/2024 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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