Jonathan Eschan is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Covington, KY, with 21 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
3937 Winston Ave, Covington, KY, 41015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a wrestling official and assignor for KHSAA since 2014. He dedicates minimal time to each role, officiating wrestling matches and assigning officials to tournaments.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Fifth Third Securities, INC.Broker
State Registrations11 states
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