Jesse Taylor
Investment adviser representative at U.S. Bancorp Advisors, LLC
24 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
24 years in the industry.
- U.S. Bancorp Advisors, LLCJul 2026 to now
- LPL Financial, LLCApr 2021 to Jul 2026
- Paducah BankApr 2021 to Jul 2026
- Drake LightingMay 2020 to Apr 2021
- Ameriprise Financial Services, IncJun 2018 to May 2020
- Independence Bank of KentuckyMar 2018 to Apr 2020
- Investment Professionals, Inc.Mar 2018 to Sep 2018
- Country Insurance & Financial ServicesFeb 2002 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 3168980
- Firm CRD
- 14455