Joel A Barbee
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Joel A Barbee? Claim your profile
Contact this firm
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
10 years in the industry.
- U.S. Bancorp Advisors, LLCJul 2021 to now
- Wells Fargo Clearing ServicesFeb 2021 to Jul 2021
- Wells Fargo BankDec 2017 to Jul 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2017
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4854682
- Firm CRD
- 14455