Christopher
Leon

U.S. Bancorp Investments, Inc

CRD#6572771
Investment Advisor
in Long Beach, CA

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About this Advisor

Christopher Leon is a financial advisor based in Long Beach, California, working with U.S. Bancorp Investments, Inc. Christopher has previously held positions at Jp Morgan Securities LLC, Jp Morgan Chase Bank, Na, Bank Of America, Jp Morgan Chase Bank Na, Jp Morgan Securities, LLC, Jpmorgan Chase Bank N.A, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, J.P. Morgan Securities LLC, Jp Morgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, and U.S. Bancorp Investments, Inc. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Christopher is part of U.S. Bancorp Investments, Inc, which operates out of Long Beach, California. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

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

Office Location

5767 E Pacific Coast Hwy
Long Beach, CA 90803

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

CA Average: 157
Total Number of Accounts

60,028

CA Average: 8,262
Average Account Size

$264,455

CA Average: $640,173

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

Christopher Leon Work History

2024 - Present (0 year)

U.S. Bancorp Investments, Inc

2023 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2023 - Present (1 year)

Bank Of America N.A

2022 - 2023 (1 year)

J.P. Morgan Securities LLC

2022 - 2023 (1 year)

Jp Morgan Chase Bank, N.A

2021 - 2021 (< 1 year)

Wells Fargo Clearing Services, LLC

2021 - 2021 (< 1 year)

Wells Fargo Bank, Na

2019 - 2021 (2 years)

Jp Morgan Securities, LLC

2019 - 2021 (2 years)

Jpmorgan Chase Bank N.A

2018 - 2019 (1 year)

Jp Morgan Chase Bank Na

2018 - 2019 (1 year)

Jp Morgan Securities, LLC

2016 - 2018 (2 years)

Jp Morgan Chase Bank, Na

2015 - 2018 (3 years)

Jp Morgan Securities LLC

2015 - 2016 (1 year)

Jp Morgan Chase Bank, Na

2014 - 2015 (1 year)

Bank Of America

Disclosures

Please visit the SEC profile of Christopher Leon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Investments, Inc

Grigoriy Kuznetsov
Saint Paul, MN
Danish Rauf
Des Plaines, IL
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Samuel Leidholm
Bismarck, ND
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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