Jerry
Kerr

U.S. Bancorp Investments, Inc

CRD#2561279
Investment Advisor
in Hood River, OR

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About this Advisor

Jerry Kerr is a financial advisor based out of Hood River, Oregon, who has been in the financial industry for 12 years. Kerr is an employee of U.S. Bancorp Investments, Inc. Throughout their career, Kerr has worked at U.S. Bancorp Investments, Inc and U.S. Bank. Kerr maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Oregon. U.S. Bancorp Investments, Inc is a registered investment company headquartered in Hood River, Oregon. The firm has offices in 1,662 locations and a total of 2,384 financial advisors. It administers $15 billion in assets under management between its 56,384 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 30 charitable organizations. Of its 56,384 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers 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. Financial management fees vary depending on the type of services offered. However, fee types billed by U.S. Bancorp Investments, Inc likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Disclosures

No

Office Location

1309 12Th Street
Hood River, OR 97031

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$14,692,533,249

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

2,384

OR Average: 157
Total Number of Accounts

56,384

OR Average: 8,262
Average Account Size

$260,580

OR Average: $640,173

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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

Jerry Kerr Work History

Jerry has 12 years of experience.

2021 - Present (1 year)

U.S. Bancorp Investments, Inc

2010 - Present (12 years)

U.S. Bank

2018 - 2020 (2 years)

U.S. Bancorp Investments, Inc

2010 - 2016 (6 years)

U.S. Bancorp Investments, Inc

Disclosures

Jerry Kerr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at U.S. Bancorp Investments, Inc

Andrea West
Sioux City, IA
Elizabeth Kilmer
Rancho Santa Fe, CA
Janine Mcwhirteryoung
Chesterfield, MO
Robert Spears
Boise, ID
Matthew Estel
Hopkins, MN
Kevin Renard
Greendale, WI
Sean Fairclough
Taylorville, IL
Joshua Wind
Eagle, ID

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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