Johnathan
Bell
U.S. Bancorp Investments, Inc
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About this Advisor
Johnathan Bell is a financial advisor working in Lebanon, Missouri who has 6 years of industry experience. Bell is on the advisory team at U.S. Bancorp Investments, Inc. During their career, Bell has held roles at U.S. Bank, U.S. Bancorp Investments, Inc, Fidelity Communications Inc, Veterans United Home Loans and University Of Missouri. Bell maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Missouri. U.S. Bancorp Investments, Inc is an advisory firm that has its headquarters in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 people on staff. It has $13 billion in total assets across its 57,394 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 32 charitable organizations. Of its 57,394 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in investable assets. U.S. Bancorp Investments, Inc offers 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 usually are based on which services the firm provides the client. However, fees charged by U.S. Bancorp Investments, Inc likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
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
Johnathan Bell Work History
Johnathan has been registered as a financial advisor for 6 years.*
U.S. Bancorp Investments, Inc
U.S. Bank
Veterans United Home Loans
University Of Missouri
Fidelity Communications 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.
Disclosures
Please visit the SEC profile of Johnathan Bell 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
Cincinnati, OH
Saint Paul, MN
Lebanon, OR
West Linn, OR
Kansas City, MO
San Jose, CA
Saint Louis, MO
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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