Jonathan Eiss
Jonathan Eiss is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Wayzata, MN, with 32 years of industry experience. Jonathan 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
1212 E Wayzata Blvd, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Jonathan is a potential board member for the Homestake Condos HOA, addressing basic homeowner association issues. This activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
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
More Advisors
- Rene Chiriboga, CFPWells Fargo Advisors
- Jeffrey Adamson, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas Bormann, CFPWells Fargo Advisors
- Peter Knutson, CFAWells Fargo Advisors
- Jason Sinning, CFPWells Fargo Advisors
- Glynne Bassi, CFPMorgan Stanley