Jacob
Rose
U.S. Bancorp Investments, Inc
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About this Advisor
Jacob Rose is a financial advisor based in San Francisco, California, working with U.S. Bancorp Investments, Inc. Jacob has previously held positions at Guggenheim Securities, LLC, Otr Global Trading LLC, U.S. Bancorp Investments, Inc, Oppenheimer & Co. Inc, and U.S. Bank. Jacob has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Jacob is part of U.S. Bancorp Investments, Inc, which operates out of San Francisco, 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
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
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
Jacob Rose Work History
U.S. Bancorp Investments, Inc
U.S. Bank
Oppenheimer & Co. Inc
Guggenheim Securities, LLC
Otr Global Trading LLC
Disclosures
Please visit the SEC profile of Jacob Rose 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
Saint Paul, MN
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Cincinnati, OH
Milwaukee, WI
Bloomington, MN
Lakewood, WA
Ontario, CA
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