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Jason Huynh

U.S. Bancorp Advisors, LLC
12 Years of Experience
Gresham, OR
1 DisclosureBroker
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Jason Huynh is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gresham, OR, with 12 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

300 E Powell, Gresham, OR, 97030

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2014
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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
August 2018 - February 2026 · 7 yrs 6 mos
U.S. Bancorp Investments, INC.
August 2018 - February 2026 · 7 yrs 6 mos
Key Investment Services LLC
December 2016 - August 2018 · 1 yr 8 mos
Key Investment Services LLCBroker
February 2015 - August 2018 · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
December 2013 - December 2014 · 1 yr
State Registrations14 states
AKAZCACOFLGAHIIDINORSDTXUTWA
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.
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