JC
JC

John Cu

28 Years of Experience
Gresham, OR
Broker

John Cu is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gresham, OR, with 28 years of industry experience. John 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

17650 NE Sandy Blvd., Gresham, OR, 97230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2025 - Present · 7 mos
U.S. Bancorp Advisors, LLCBroker
October 2025 - Present · 7 mos
U.S. Bancorp Advisors, LLC
September 2025 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2015 - February 2026 · 10 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
July 2015 - February 2026 · 10 yrs 7 mos
Charles Schwab & CO., INC.Broker
October 1997 - June 2015 · 17 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - August 1997 · 3 mos
State Registrations2 states
CAOR
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.