Joseph Walter Beres
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, LLCApr 2026 to now
- UnemployedJan 2026 to Apr 2026
- Freighthawk ExpressJun 2024 to Jan 2026
- Mapco ExpressAug 2022 to Jun 2024
- Sevita HealthFeb 2022 to Aug 2022
- The Icee CompanySep 2019 to Feb 2022
- Sarah Cannon (contract)Mar 2019 to Sep 2019
- Sears Holding CorporationMar 2017 to Mar 2019
- BMO Financial GroupMay 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8255008
- Firm CRD
- 14455