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Jeffrey Ponte
14 Years of Experience
Union, MO
1 DisclosureBroker
Jeffrey Ponte is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Union, MO, with 14 years of industry experience. Jeffrey 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
201 S Oak St, Union, MO, 63084
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2017Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
February 2021 - February 2026 · 5 yrs
U.S. Bancorp Investments, INC.Broker
February 2021 - February 2026 · 5 yrs
Edward Jones
December 2011 - February 2021 · 9 yrs 2 mos
Edward JonesBroker
October 2011 - February 2021 · 9 yrs 4 mos
State Registrations13 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.