Jonathan Brunscheen
Jonathan Brunscheen is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Geneva, IL, with 14 years of industry experience. Jonathan 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
808 W State St, Geneva, IL, 60134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jonathan owns rental property in Evergreen, CO, generating rental income. He spends minimal time on this activity as a property owner.
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
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Abn Amro Financial Services, INC.Broker
Edward JonesBroker
Charles Schwab & CO., INC.Broker
State Registrations8 states
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