Juan Vasquez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 24 years of industry experience. Juan 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
60 Livingston Ave, Saint Paul, MN, 55107
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Juan co-owns rental property in Greenwood Village, CO, spending minimal time on maintenance and repairs. He is also a managing member of De Corazon, LLC, a counseling practice, spending minimal time consulting on strategy.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
State Registrations1 state
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.