JM
JM
Jeff Merlino
34 Years of Experience
Portland, OR
3 DisclosuresBroker
Jeff Merlino is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Portland, OR, with 34 years of industry experience. Jeff 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
1040 NW Lovejoy St, Portland, OR, 97209
Get directionsHistory
Regulatory History (3)
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
August 2002Settled
Customer Dispute
January 1999Closed-No Action
Customer Dispute
January 1999Closed-No Action
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
March 2010 - February 2026 · 15 yrs 11 mos
U.S. Bancorp Investments, INC.
March 2010 - February 2026 · 15 yrs 11 mos
Chase Investment Services CORP.
May 2009 - March 2010 · 10 mos
Chase Investment Services CORP.Broker
May 2009 - March 2010 · 10 mos
Wamu Investments, INC.
June 2008 - May 2009 · 11 mos
Wamu Investments, INC.Broker
December 1998 - May 2009 · 10 yrs 5 mos
Wells Fargo Securities INC.Broker
September 1996 - October 1998 · 2 yrs 1 mo
Ko Securities, INC.Broker
January 1992 - September 1996 · 4 yrs 8 mos
State Registrations14 states
AZCACOHIIDINLAMNMOOHORTNTXWA
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.