Jacob
Kujala

U.S. Bancorp Investments, Inc

CRD#4254825
Investment Advisor
in Saint Paul, MN

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About this Advisor

Jacob Kujala is a financial advisor who works out of Saint Paul, Minnesota who has 7 years of industry experience. Kujala is on the advisory team at U.S. Bancorp Investments, Inc. Over the course of their career, Kujala has held roles at National Brokerage, Metlife Securities, U.S. Bancorp Investments, Inc and U.S. Bank. Kujala holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. U.S. Bancorp Investments, Inc is a financial advisory business operating out of Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 advisors. It manages $13 billion in total assets between its 57,394 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 32 charities and foundations. Of its 57,394 customer accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets. The firm performs 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 typically vary depending on which service is offered. Fees billed by U.S. Bancorp Investments, Inc likely consist of any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

101 East 5Th Street
Saint Paul, MN 55101

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

MN Average: 157
Total Number of Accounts

57,394

MN Average: 8,262
Average Account Size

$233,336

MN 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

Jacob Kujala Work History

Jacob has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

U.S. Bancorp Investments, Inc

2016 - Present (8 years)

U.S. Bank

2013 - 2016 (3 years)

Metlife Securities

2007 - 2013 (6 years)

National Brokerage

*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 Jacob Kujala 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

James Linderer
Kansas City, MO
Lauren Dyer
Florissant, MO
John Schmitt
Madison, WI
Vincent Dhliwayo
West Linn, OR
Clayton Reed
Mackay, ID
Teresa Lassandro
Nampa, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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