Jacob
Puzio
U.S. Bancorp Investments, Inc
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About this Advisor
Jacob Puzio is a financial advisor based in Aurora, Colorado, working with U.S. Bancorp Investments, Inc. Jacob has previously held positions at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Positive Coaching Alliance, U.S. Bank, and U.S. Bancorp Investments, Inc. Jacob has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Jacob is part of U.S. Bancorp Investments, Inc, which operates out of Aurora, Colorado. 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 Puzio Work History
U.S. Bank
U.S. Bancorp Investments, Inc
Wells Fargo Clearing Services, LLC
Positive Coaching Alliance
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Wells Fargo Bank, Na
Disclosures
Please visit the SEC profile of Jacob Puzio 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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