JM
JM

Joseph Mustain

15 Years of Experience
Murfreesboro, TN
Broker

Joseph Mustain is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Murfreesboro, TN, with 15 years of industry experience. Joseph 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

2504 Old Fort Pkwy, Murfreesboro, TN, 37128

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Joseph is a vocalist for Gary Miller Music Ministries since 2009, performing a cappella gospel music concerts a few times per year. This activity requires a few hours per week.

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.
February 2023 - February 2026 · 3 yrs
U.S. Bancorp Investments, INC.Broker
December 2022 - February 2026 · 3 yrs 2 mos
State Farm Vp Management CORP.Broker
September 2021 - December 2022 · 1 yr 3 mos
Edward Jones
July 2009 - October 2020 · 11 yrs 3 mos
Edward JonesBroker
June 2009 - October 2020 · 11 yrs 4 mos
State Registrations11 states
ALCAFLGAILKYMEMONCTNTX
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.