Jason Marcus Garcia
Investment adviser representative at U.S. Bancorp Advisors, LLC
17 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
17 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Mar 2025 to Feb 2026
- Morgan StanleySep 2024 to Mar 2025
- Charles Schwab & Co., Inc.Jan 2023 to Aug 2024
- One Main FinancialFeb 2022 to Dec 2022
- United States Army National GuardOct 2019 to Feb 2022
- United States Postal ServiceApr 2019 to Sep 2019
- Native Grill and WingsFeb 2018 to Apr 2019
- Full-time EducationAug 2009 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7657005
- Firm CRD
- 14455