Jayden
Epperson
U.S. Bancorp Investments, Inc
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About this Advisor
Jayden Epperson is a financial advisor working in Orem, Utah with a total of 1 year of industry experience. Epperson works at U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, The Church Of Jesus Christ Of Latter Day Saints, U.S. Bank and U.S. Bancorp Investments, Inc. Epperson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Utah. U.S. Bancorp Investments, Inc is an advisory firm that has its headquarters in Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 financial advisors. It administers $13 billion in assets across its 57,394 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 32 charities and foundations. Of its 57,394 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm 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 largely are based on which service is offered. Fees billed by U.S. Bancorp Investments, Inc can be comprised of some combination 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
Jayden Epperson Work History
Jayden has been registered as a financial advisor for 1 years.*
U.S. Bank
U.S. Bancorp Investments, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
The Church Of Jesus Christ Of Latter Day Saints
*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 Jayden Epperson 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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