JF
JF

John Frantz

15 Years of Experience
Clovis, CA
Broker

John Frantz is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Clovis, CA, with 15 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

840 E Herndon Ave, Clovis, CA, 93612

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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, LLC
June 2016 - Present · 9 yrs 11 mos
U.S. Bancorp Advisors, LLCBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2013 - June 2016 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
March 2013 - June 2016 · 3 yrs 3 mos
Wells Fargo Advisors, LLC
August 2010 - March 2013 · 2 yrs 7 mos
Wells Fargo Advisors, LLCBroker
July 2010 - March 2013 · 2 yrs 8 mos
State Registrations9 states
AZCAFLIDNCNVNYORUT
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 Frantz - Financial Advisor | TrueAdvisor