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Noosha Sharif

Investment adviser representative at U.S. Bancorp Advisors, LLC
16 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

16 years in the industry.

  1. U.S. Bancorp Advisors, LLCFeb 2026 to now
  2. U.S. Bancorp Investments, Inc.Sep 2023 to Feb 2026
  3. JP Morgan Chase Bank, N.A.Jan 2020 to Sep 2023
  4. JP Morgan Securities LLCJan 2020 to Sep 2023
  5. JP Morgan Securities, LLCNov 2018 to Dec 2019
  6. JPMorgan Chase BankOct 2010 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
7042198
Firm CRD
14455
Advisor's SEC record (opens in a new tab)
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