Jason Austerman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Hamilton, OH, with 12 years of industry experience. Jason 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4221 Hamilton-Middletown Rd, Hamilton, OH, 45011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a board member of the Fairfield TWP Zoning Board Commission since March 2024, attending meetings to review zoning applications. This requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations11 states
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