Jeffrey
Schroeder
U.S. Bancorp Investments, Inc
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About this Advisor
Jeffrey Schroeder is a financial advisor based in Charlotte, North Carolina, working with U.S. Bancorp Investments, Inc. Jeffrey has previously held positions at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, U.S. Bank, and U.S. Bancorp Investments, Inc. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Jeffrey is part of U.S. Bancorp Investments, Inc, which operates out of Charlotte, North Carolina. 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
Jeffrey Schroeder Work History
U.S. Bank
U.S. Bancorp Investments, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Advisors, LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
Disclosures
Please visit the SEC profile of Jeffrey Schroeder 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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