Jay Lamar is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Muskego, WI, with 28 years of industry experience. Jay 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
S75 W17125 Janesville Rd, Muskego, WI, 53150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Sun Life Financial Distributors, INC.Broker
Allstate Distributors, L.L.C.Broker
Afd, INC.Broker
Kemper Distributors, INC.Broker
Copeland Equities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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