JN
JN
Jeff Nizich
25 Years of Experience
Estacada, OR
3 DisclosuresBroker
Jeff Nizich is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Estacada, OR, with 25 years of industry experience. Jeff 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
125 SW Second Ave, Estacada, OR, 97023
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2019Denied
Customer Dispute
February 2018Settled
Employment Separation After Allegations
February 2013Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
April 2013 - February 2026 · 12 yrs 10 mos
U.S. Bancorp Investments, INC.
April 2013 - February 2026 · 12 yrs 10 mos
Wells Fargo Advisors, LLC
April 2012 - March 2013 · 11 mos
Wells Fargo Advisors, LLCBroker
April 2012 - March 2013 · 11 mos
Edward Jones
September 2004 - April 2012 · 7 yrs 7 mos
Edward JonesBroker
September 2004 - April 2012 · 7 yrs 7 mos
Royal Alliance Associates, INC.Broker
July 2003 - September 2004 · 1 yr 2 mos
Pruco Securities CorporationBroker
January 2003 - April 2003 · 3 mos
Wachovia Securities, INC.
October 2001 - January 2003 · 1 yr 3 mos
Wachovia Securities, INC.Broker
December 2000 - January 2003 · 2 yrs 1 mo
State Registrations7 states
AZCAIDINMTORWA
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.