Jesse
Shaskin

U.S. Bancorp Investments, Inc

CRD#6336955
Investment Advisor
in Saint Paul, MN

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About this Advisor

Jesse Shaskin is a financial advisor operating in Saint Paul, Minnesota with 8 years of relevant experience. Shaskin currently works for U.S. Bancorp Investments, Inc. Over the course of their career, Shaskin has held roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, U.S. Bancorp Investments, Inc and U.S. Bank. Shaskin holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. U.S. Bancorp Investments, Inc is a business that has its headquarters in Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 employees. It has $13 billion in total assets among its 57,394 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 57,394 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. U.S. Bancorp Investments, Inc has a number of services, including 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 services the firm provides the client. However, fees charged by U.S. Bancorp Investments, Inc likely include asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

8 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

60 Livingston Avenue
Saint Paul, MN 55107

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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

Jesse Shaskin Work History

Jesse has been registered as a financial advisor for 8 years.*

2016 - Present (8 years)

U.S. Bank

2015 - Present (9 years)

U.S. Bancorp Investments, Inc

2014 - 2015 (1 year)

Wells Fargo Advisors LLC

2009 - 2015 (6 years)

Wells Fargo 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 Jesse Shaskin 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 Copenhaver
Saint Paul, MN
Tyson Scofield
San Francisco, CA
Brady Jacobsen
Lebanon, OR
James Linderer
Kansas City, MO
Seth Thiele
Sioux City, IA
Jeff Nizich
Portland, OR
Casey Nelson
Saint Louis, MO
John Schmitt
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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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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