Gustavo
Lozano

U.S. Bancorp Investments, Inc

CRD#5910359
Investment Advisor
in Whittier, CA

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About this Advisor

Gustavo Lozano is a financial advisor based out of Whittier, California, who has 5 years of relevant experience. Lozano works at U.S. Bancorp Investments, Inc. During their career, Lozano has held roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC and U.S. Bancorp Investments, Inc. Lozano has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in California. U.S. Bancorp Investments, Inc is a registered investment company operating out of Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 financial advisors. It controls $13 billion in total assets across its 57,394 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 32 charitable organizations. Of its 57,394 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs a wide array of services, such as 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 which service is offered. Fee types billed by U.S. Bancorp Investments, Inc can include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

Office Location

13525 East Whittier Blvd
Whittier, CA 90605

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

CA Average: 157
Total Number of Accounts

57,394

CA Average: 8,262
Average Account Size

$233,336

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

Gustavo Lozano Work History

Gustavo has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

U.S. Bancorp Investments, Inc

2012 - 2018 (6 years)

J.P. Morgan Securities LLC

2010 - 2018 (8 years)

Jpmorgan Chase Bank Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gustavo Lozano 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

Vincent Dhliwayo
West Linn, OR
Jeff Nizich
Portland, OR
John Schmitt
Madison, WI
Brady Jacobsen
Lebanon, OR
James Copenhaver
Saint Paul, MN
Clayton Reed
Mackay, ID
Casey Nelson
Saint Louis, MO
Seth Thiele
Sioux City, IA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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