James
Choi
U.S. Bancorp Investments, Inc
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About this Advisor
James Choi is a financial advisor operating out of Concord, California who has 5 years of industry experience. Choi is on the advisory team at U.S. Bancorp Investments, Inc. Throughout their career, they have worked at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC and U.S. Bancorp Investments, Inc. Choi has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. U.S. Bancorp Investments, Inc is a financial advisory business based in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 financial advisors. It controls $13 billion in assets across its 57,394 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 32 charitable organizations. Of its 57,394 accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets available to invest. U.S. Bancorp Investments, Inc provides a number 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 for financial management vary depending on which services the firm provides the client. Fees charged by U.S. Bancorp Investments, Inc can be comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$13,392,108,393
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,987
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
57,394
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$233,336
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
James Choi Work History
James has been registered as a financial advisor for 5 years.*
U.S. Bancorp Investments, Inc
J.P. Morgan Securities LLC
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 James Choi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Milwaukee, WI
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Madison, WI
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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