Jerome Pickar
Jerome Pickar is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Duluth, MN, with 36 years of industry experience. Jerome is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
Duluth, MN
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2003Customer Dispute
February 2001Other Business Activities
Jerome is part owner and coach/trainer at Upper Midwest Elite Goalie Academy, coaches goalies for Cloquet High School Boys Hockey Team, and coaches goalies for the College of St. Scholastica Women's Hockey Team. These activities take about 10-20% of his time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Union Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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
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