Jeff Scott Richman
Investment adviser representative at U.S. Bancorp Advisors, LLC
18 yearsExperience
2 statesRegistered in
$1.8BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Nov 2021 to Feb 2026
- PNC InvestmentsAug 2021 to Oct 2021
- Bbva Securities Inc.May 2013 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Oct 2012 to Aug 2021
- Bbva Wealth Solutions Inc.Oct 2012 to Aug 2021
- Compass BankSep 2012 to Aug 2021
- Richman Oil ProductionAug 2008 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2534469
- Firm CRD
- 14455