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Edwin Kumar

U.S. Bancorp Advisors, LLC
18 Years of Experience
Rancho Cordova, CA
1 DisclosureBroker
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Edwin Kumar is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Rancho Cordova, CA, with 18 years of industry experience. Edwin 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.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

Rancho Cordova, CA

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History

Regulatory History (1)
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Financial
June 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
December 2018 - February 2026 · 7 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
December 2018 - February 2026 · 7 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - August 2018 · 5 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2018 · 5 yrs 10 mos
Chase Investment Services CORP.
December 2009 - October 2012 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
December 2009 - October 2012 · 2 yrs 10 mos
AXA Advisors, LLCBroker
June 2009 - October 2009 · 4 mos
AXA Advisors, LLC
June 2009 - October 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - April 2008 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - April 2008 · 11 mos
Ameriprise Financial Services, INC.Broker
August 2006 - February 2007 · 6 mos
Ameriprise Financial Services, INC.
August 2006 - February 2007 · 6 mos
State Registrations1 state
CA
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.
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