Jacob Puzio
Jacob Puzio is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Denver, CO, with 18 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
200 University Blvd, Denver, CO, 80206
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2012Customer Dispute
August 2011Other Business Activities
Jacob is an assistant coach for the Brighton High School boys golf team since 2021. This activity is not investment-related and takes about 10-20% of his time.
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
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations1 state
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
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