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Morgan James Lynch

U.s. Bancorp Investments, Inc.

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About Morgan James Lynch

Morgan Lynch is a registered investment advisor representative with U.S. Bancorp Investments, Inc. in Sacramento, CA. Morgan has over 10 years of experience in the financial services industry. Prior to joining U.S. Bancorp Investments, Inc., Morgan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Morgan holds the Series 6, 7, 63 and 66 securities licenses.

Firm Information

Morgan Lynch 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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Morgan Lynch’s Registration & Firm History

CA

08/28/2023 - Present

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

CA

10/18/2016 - 06/09/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

05/27/2014 - 09/23/2016

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

CA

10/01/2012 - 05/02/2014

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

CA

07/10/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 02/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Morgan James Lynch.
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