JC
JC
James Choi
17 Years of Experience
Danville, CA
1 DisclosureBroker
James Choi is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Danville, CA, with 17 years of industry experience. James 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.
Loading...
Location
651 San Ramon Valley Blvd, Danville, CA, 94526
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2018Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2018 - February 2026 · 7 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
July 2018 - February 2026 · 7 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2018 · 5 yrs 5 mos
J.P. Morgan Securities LLC
October 2012 - March 2018 · 5 yrs 5 mos
Chase Investment Services CORP.
August 2010 - October 2012 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
August 2010 - October 2012 · 2 yrs 2 mos
Wells Fargo Investments, LLC
September 2009 - August 2010 · 11 mos
Wells Fargo Investments, LLCBroker
September 2009 - August 2010 · 11 mos
Bancwest Investment Services, INC.
November 2008 - April 2009 · 5 mos
Bancwest Investment Services, INC.Broker
May 2008 - April 2009 · 11 mos
State Registrations6 states
CANVNYORTNTX
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.