Jerad Allen Buckingham
Investment adviser representative at U.S. Bancorp Advisors, LLC
19 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Jerad Allen Buckingham? 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
19 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. BankOct 2021 to now
- U.S. Bancorp Investments, Inc.Oct 2021 to Feb 2026
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2021
- Wells Fargo Advisors, LLCJul 2011 to Nov 2016
- Wells Fargo Bank, N.A.Sep 2007 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5955632
- Firm CRD
- 14455