Fernando Jose Rosales
Investment adviser representative at U.S. Bancorp Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Fernando Jose Rosales? 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
12 years in the industry.
- U.S. Bancorp Advisors, LLCJun 2026 to now
- Bank of America, N.A.May 2022 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jun 2026
- J.P. Morgan Securities LLCMar 2019 to May 2022
- JPMorgan Chase Bank N.A.Mar 2019 to May 2022
- Mountain West FinancialSep 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5233652
- Firm CRD
- 14455