Andrew
Odish

U.S. Bancorp Investments, Inc

CRD#5956629
Investment Advisor
in San Diego, CA
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About this Advisor

Andrew Odish is a certified financial planner who works out of San Diego, California, who has been in the industry for 12 years. Odish currently works for U.S. Bancorp Investments, Inc. Throughout their career, Odish has worked at Chase Investment Services Corp, Jpmorgan Chase Bank, Na, California Bank & Trust, J.P. Morgan Securities LLC, U.S. Bancorp Investments, Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, U.S. Bancorp Securities, Inc and Us Bank. Odish holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in California. U.S. Bancorp Investments, Inc is a registered investment company based in San Diego, California. The investment advisory business has offices in 2,154 locations and a total of 2,187 advisors. It oversees $8 billion in total assets among its 32,843 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 27 charitable organizations. Of its 32,843 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely are based on the type of financial services provided. Fees charged by U.S. Bancorp Investments, Inc most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

4747 Executive Dr Ste 120
San Diego, CA 92121

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$8,506,510,518

CA Average: $5,289,111,388
Total Number of Employees

2,323

CA Average: 157
Total Number of Accounts

36,480

CA Average: 8,262
Average Account Size

$233,183

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Andrew Odish Work History

Andrew has 12 years of experience.

2018 - Present (1 years)

U.S. Bancorp Securities, Inc

2018 - Present (1 years)

Us Bank

2016 - 2016 (0 years)

Wells Fargo Advisors, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

U.S. Bancorp Investments, Inc

2012 - 2013 (1 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 years)

Chase Investment Services Corp

2010 - 2013 (3 years)

Jpmorgan Chase Bank, Na

2006 - 2010 (4 years)

California Bank & Trust

Disclosures

Andrew Odish has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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