JB
JB

Justin Brock

24 Years of Experience
Middlefield, OH
Broker

Justin Brock is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Middlefield, OH, with 24 years of industry experience. Justin 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

14950 Springdale Ave, Middlefield, OH, 44062

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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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Other Business Activities

Justin is a signer on business accounts for Har Adhesive And Technologies, an industrial adhesive manufacturer, spending minimal time. He also serves as Treasurer for Saint Mary's Men's Club/HNS and is an officer for Eagle Ridge Home Owners Association, dedicating minimal time to each.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2010 - February 2026 · 15 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
July 2010 - February 2026 · 15 yrs 7 mos
PNC InvestmentsBroker
November 2009 - July 2010 · 8 mos
PNC Investments
November 2009 - July 2010 · 8 mos
Natcity Investments, INC.
February 2007 - November 2009 · 2 yrs 9 mos
Natcity Investments, INC.Broker
August 2003 - November 2009 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - April 2003 · 2 yrs 2 mos
State Registrations27 states
AZCACOCTFLGAIDILKYMAMDMIMOMTNCNJNVNYOHORPASCTXUTVAWAWV
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.