JT
JT

Jerod Tilton

23 Years of Experience
Columbus, OH
1 DisclosureBroker

Jerod Tilton is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Columbus, OH, with 23 years of industry experience. Jerod 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

2340 E Dublin-Granville Rd, Columbus, OH, 43229

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History

Regulatory History (1)
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Customer Dispute
June 2023
Award / Judgment
Other Business Activities

Jerod is a co-owner of Simple Man LLC, a retail food business in Galena, OH, since 2013. He dedicates minimal time to this non-investment related activity.

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.Broker
September 2016 - February 2026 · 9 yrs 5 mos
U.S. Bancorp Investments, INC.
September 2016 - February 2026 · 9 yrs 5 mos
PNC Investments
November 2009 - October 2016 · 6 yrs 11 mos
PNC InvestmentsBroker
November 2009 - October 2016 · 6 yrs 11 mos
Natcity Investments, INC.
June 2007 - November 2009 · 2 yrs 5 mos
Natcity Investments, INC.Broker
August 2004 - November 2009 · 5 yrs 3 mos
UBS Financial Services INC.
February 2003 - August 2004 · 1 yr 6 mos
UBS Financial Services INC.Broker
February 2003 - August 2004 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
May 2002 - February 2003 · 9 mos
State Registrations20 states
ALAZCACOCTFLGAILKSKYMIMNNCNYOHPASCTNVAWA
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.