Edwin Javier Velasquez
Investment adviser representative at U.S. Bancorp Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Edwin Javier Velasquez? 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
13 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. BankJan 2026 to now
- U.S. Bancorp Investments, Inc.Jan 2026 to Feb 2026
- Wells Fargo Clearing Services, LLCFeb 2024 to Jan 2026
- Reids Fine FoodsOct 2023 to Feb 2025
- Wells Fargo Bank, NADec 2022 to Feb 2026
- UnemployedOct 2022 to Dec 2022
- Hankin Pack LawApr 2022 to Oct 2022
- EdrayFeb 2022 to Apr 2022
- Hankin Pack LawNov 2021 to Jan 2022
- UnemployedAug 2021 to Oct 2021
- Ally Invest Securities, LLCMay 2021 to Aug 2021
- Reid's Fine FoodsNov 2015 to Apr 2021
- Independence High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7365508
- Firm CRD
- 14455