Xiao Feng
Wu

U.S. Bancorp Investments, Inc

CRD#7127565
Investment Advisor
in Ontario, CA

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About this Advisor

Xiao Feng Wu is a financial advisor based in Ontario, California, working with U.S. Bancorp Investments, Inc. Xiao has previously held positions at Jpmorgan Chase Bank, N.A, Bank Of America, Citibank, East West Bancorp, Inc, Tokyo Shabu Shabu, Blockheads Shavery, J.P. Morgan Securities LLC, Fitness International Dba L.A. Fitness, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Clearing Services, LLC, and U.S. Bancorp Investments, Inc. Xiao has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Xiao is part of U.S. Bancorp Investments, Inc, which operates out of Ontario, 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

2280 S Grove Ave
Ontario, CA 91761

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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

Xiao Feng Wu Work History

2024 - Present (0 year)

Wells Fargo Clearing Services, LLC

2024 - Present (0 year)

U.S. Bancorp Investments, Inc

2022 - 2023 (1 year)

J.P. Morgan Securities LLC

2022 - 2023 (1 year)

Jpmorgan Chase Bank, N.A

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Bank Of America, N.A

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2019 - 2021 (2 years)

J.P. Morgan Securities LLC

2018 - 2019 (1 year)

Bank Of America

2016 - 2018 (2 years)

Citibank

2015 - 2016 (1 year)

East West Bancorp, Inc

2015 - 2015 (< 1 year)

Tokyo Shabu Shabu

2015 - 2015 (< 1 year)

Fitness International Dba L.A. Fitness

2014 - 2015 (1 year)

Blockheads Shavery

Disclosures

Please visit the SEC profile of Xiao Feng Wu 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
Rachel Torres
Ashland, OR
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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