SY
SY
Shannon York
14 Years of Experience
Medford, OR
1 DisclosureBroker
Shannon York is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Medford, OR, with 14 years of industry experience. Shannon 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
131 E Main St, Medford, OR, 97501
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.
Financial
July 2018Final
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
May 2020 - February 2026 · 5 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
April 2020 - February 2026 · 5 yrs 10 mos
Edward JonesBroker
February 2015 - April 2018 · 3 yrs 2 mos
Edward Jones
February 2015 - April 2018 · 3 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - December 2013 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.
May 2011 - October 2012 · 1 yr 5 mos
Chase Investment Services CORP.Broker
February 2009 - October 2012 · 3 yrs 8 mos
State Registrations9 states
AZCAIDMTNVORUTWAWY
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.