Jonghak Choi
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 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
10 years in the industry.
- U.S. Bancorp Advisors, LLCJun 2025 to now
- Bank of America N.A.Jan 2023 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Jun 2025
- Apex AdvisorsJan 2021 to Nov 2022
- UnemployedDec 2020 to Jan 2021
- Worldwide Facilities, LLCJul 2019 to Dec 2020
- UnemployedMay 2019 to Jul 2019
- Mass MutualMar 2019 to Jun 2019
- UnemployedMay 2018 to Feb 2019
- University of California, BerkeleyAug 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7668131
- Firm CRD
- 14455