De Leon

U.S. Bancorp Investments, Inc

Investment Advisor
in Lebanon, MO

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About this Advisor

John De Leon is a financial advisor based out of Lebanon, Missouri with a total of 17 years of relevant experience. De Leon is an advisor for U.S. Bancorp Investments, Inc. They have spent all of their career at U.s. Bancorp Investments, Inc. De Leon has Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Missouri. U.S. Bancorp Investments, Inc is a registered investment firm based in Saint Paul, MN. The investment advisory business has offices in 1,657 locations and a total of 1,987 employees. It manages $13 billion in assets under management across its 57,394 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 32 charities and foundations. Of its 57,394 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. 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 charged by financial advisors are based on the type of financial services. Fee types billed by U.S. Bancorp Investments, Inc may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 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

201 North Jefferson Avenue
Lebanon, MO 65536

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management


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


MO Average: 157
Total Number of Accounts


MO Average: 8,262
Average Account Size


MO 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

John De Leon Work History

John has been registered as a financial advisor for 17 years.*

2005 - Present (19 years)

U.S. Bancorp Investments, Inc

*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.


Please visit the SEC profile of John De Leon 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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Mackay, ID
Jeff Nizich
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Tyson Scofield
San Francisco, CA
Charles Vickery
Newport Beach, CA
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

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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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