JC
JC

John Chipian

18 Years of Experience
Anaheim, CA
Broker

John Chipian is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Anaheim, CA, with 18 years of industry experience. John 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.

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Location

100 W Lincoln Ave, Anaheim, CA, 92805

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
September 2020 - February 2026 · 5 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
September 2020 - February 2026 · 5 yrs 5 mos
LPL Financial LLCBroker
February 2015 - October 2020 · 5 yrs 8 mos
LPL Financial LLC
February 2015 - October 2020 · 5 yrs 8 mos
Zions Capital Advisors, INC.
May 2008 - February 2015 · 6 yrs 9 mos
Zions Direct, INC.Broker
May 2007 - February 2015 · 7 yrs 9 mos
State Registrations19 states
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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.
John Chipian - Financial Advisor | TrueAdvisor