JP
JP

Jerome Pickar

35 Years of Experience
Grand Rapids, MN
2 DisclosuresBroker

Jerome Pickar is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Grand Rapids, MN, with 35 years of industry experience. Jerome 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

1 NW 5th St, Grand Rapids, MN, 55744

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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
February 2003
Denied
Customer Dispute
February 2001
Denied
Other 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
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
March 2019 - February 2026 · 6 yrs 11 mos
U.S. Bancorp Investments, INC.Broker
March 2019 - February 2026 · 6 yrs 11 mos
Kms Financial Services, INC
December 2005 - March 2019 · 13 yrs 3 mos
Kms Financial Services, INC.Broker
December 2005 - March 2019 · 13 yrs 3 mos
Citigroup Global Markets INC.
June 2000 - December 2005 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
June 2000 - December 2005 · 5 yrs 6 mos
First Union Securities, INC.Broker
December 1994 - July 2000 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1990 - December 1994 · 4 yrs 4 mos
State Registrations18 states
AZCACOFLMIMNMTNCNDNJNMNVNYORSCTXWAWI
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.