Jyoti Narsai is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Diamond Bar, CA, with 23 years of industry experience. Jyoti 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
1175 Grand Ave, Diamond Bar, CA, 91765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →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
LPL Financial CorporationBroker
AXA Advisors, LLCBroker
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
State Registrations9 states
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