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Joseph Lamont

U.S. Bancorp Advisors, LLC
24 Years of Experience
Cincinnati, OH
1 DisclosureBroker
View SEC Summary
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Joseph Lamont is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 24 years of industry experience. Joseph 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.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
View Full SEC Brochure

Location

11751 Princeton Rd, Cincinnati, OH, 45246

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History

Regulatory History (1)
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Customer Dispute
March 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph coaches the Cincinnati West Side Bombers Baseball team since 2019. He dedicates a few hours per week to coaching, signing checks, and collecting fees.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
January 2019 - February 2026 · 7 yrs 1 mo
U.S. Bancorp Investments, INC.
January 2019 - February 2026 · 7 yrs 1 mo
Fifth Third Securities, INC.Broker
November 2006 - December 2018 · 12 yrs 1 mo
Fifth Third Securities, INC.
November 2006 - December 2018 · 12 yrs 1 mo
Chase Investment Services CORP.Broker
July 2005 - October 2006 · 1 yr 3 mos
Chase Investment Services CORP.
July 2005 - October 2006 · 1 yr 3 mos
Banc One Securities Corporation
November 2004 - July 2005 · 8 mos
Banc One Securities CorporationBroker
November 2004 - July 2005 · 8 mos
Morgan Stanley
November 2002 - October 2004 · 1 yr 11 mos
Morgan Stanley Dw INC.Broker
January 2002 - October 2004 · 2 yrs 9 mos
State Registrations9 states
FLINKYMNNCNJOHTXWV
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.
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