CJ
CJ

Cynthia Jackson

23 Years of Experience
Broker

Cynthia Jackson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 23 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

60 Livingston Ave, Saint Paul, MN, 55107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Investments, INC.
March 2026 - Present · 1 mo
U.S. Bancorp Investments, INC.Broker
March 2026 - Present · 1 mo
U.S. Bancorp Investments, INC.
March 2026 - Present · 1 mo
U.S. Bancorp Advisors, LLC
February 2026 - Present · 2 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 2 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 2 mos
Previous Registrations
U.S. Bancorp Investments, INC.
April 2019 - February 2026 · 6 yrs 10 mos
U.S. Bancorp Investments, INC.Broker
April 2019 - February 2026 · 6 yrs 10 mos
LPL Financial LLC
October 2013 - January 2019 · 5 yrs 3 mos
LPL Financial LLCBroker
October 2013 - January 2019 · 5 yrs 3 mos
Vanguard Marketing CorporationBroker
September 2012 - October 2013 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - September 2012 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - September 2012 · 1 yr 10 mos
Banc of America Investment Services, INC.
December 2005 - January 2009 · 3 yrs 1 mo
Banc of America Investment Services, INC.Broker
December 2005 - January 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.
October 2005 - December 2005 · 2 mos
Citigroup Global Markets INC.Broker
October 2005 - December 2005 · 2 mos
Charles Schwab & CO., INC.
June 2002 - July 2005 · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
October 2000 - July 2005 · 4 yrs 9 mos
State Registrations1 state
SC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cynthia Jackson - Financial Advisor | TrueAdvisor