Joseph Matthew Suarez
Investment adviser representative at U.S. Bancorp Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- U.S. Bancorp Advisors, LLCJun 2026 to now
- Bank of America, N.A.Jan 2023 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to May 2026
- JPMorgan Chase BankMay 2020 to Oct 2022
- JPMorgan Securities LLCMay 2020 to Oct 2022
- Ernst & Young Investment Advisers LLPSep 2019 to Apr 2020
- Experis US IncSep 2019 to Apr 2020
- AXA Advisors, LLCJan 2019 to Sep 2019
- UnemployedMay 2018 to Jan 2019
- Middletown HondaMay 2017 to Aug 2017
- Rensselaer Polytechnic InstituteAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6637601
- Firm CRD
- 14455