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BJ
BJ
Brandon Lee Jenkins
U.S. Bancorp Advisors, LLC
21 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
172 advisors
Number of Clients
3,279 clients
Average Client Portfolio
$462K average
Assets Under Management
$1.5B
Fee Structure
Financial Planning:
Investment management only
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $250K
2.00%
$250K - $500K
1.80%
$500K - $1.0M
1.60%
$1.0M - $5.0M
1.35%
$5M+
1.10%
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
9460 Wilshire Blvd., Beverly Hills, CA, 90212
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
December 2013
Settled
Customer Dispute
July 2010
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
Broker
May 2015 - Present · 10 yrs 9 mos
U.S. Bancorp Advisors, LLC
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.
October 2013 - May 2015 · 1 yr 7 mos
Citigroup Global Markets INC.
Broker
September 2013 - May 2015 · 1 yr 8 mos
Bancwest Investment Services, INC.
Broker
May 2011 - October 2013 · 2 yrs 5 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
May 2011 - October 2013 · 2 yrs 5 mos
Ameriprise Financial Services, INC.
Broker
October 2004 - May 2011 · 6 yrs 7 mos
Ameriprise Financial Services, INC.
October 2004 - May 2011 · 6 yrs 7 mos
Ids Life Insurance Company
Broker
October 2004 - July 2006 · 1 yr 9 mos
State Registrations
24 states
AZ
CA
CO
DE
FL
HI
ID
IL
IN
MA
MD
MN
NC
NJ
NM
NV
NY
OH
PA
TN
TX
UT
VA
WA
Advisor
Broker
Both
Exams
No exam information available for this advisor.