JR
JR
Jason Ryan
29 Years of Experience
Milwaukee, WI
1 DisclosureBroker
Jason Ryan is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Milwaukee, WI, with 29 years of industry experience. Jason 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
2303 N Farwell Ave, Milwaukee, WI, 53211
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Regulatory History (1)
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Employment Separation After Allegations
January 2004Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
January 2005 - February 2026 · 21 yrs 1 mo
U.S. Bancorp Investments, INC.
January 2005 - February 2026 · 21 yrs 1 mo
Banc One Securities Corporation
November 2004 - January 2005 · 2 mos
Banc One Securities CorporationBroker
March 2004 - January 2005 · 10 mos
AXA Advisors, LLCBroker
February 1997 - January 2004 · 6 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1997 - January 2000 · 2 yrs 11 mos
State Registrations21 states
AZCODCFLGAIAIDILINMIMNMOMTNVNYOHSCTXVAWAWI
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.