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Jesse Shaskin
11 Years of Experience
Montgomery, TX
2 DisclosuresBroker
Jesse Shaskin is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Montgomery, TX, with 11 years of industry experience. Jesse 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
Montgomery, TX
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
July 2015Criminal
January 1998Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
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.
September 2015 - February 2026 · 10 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
September 2015 - February 2026 · 10 yrs 5 mos
Wells Fargo Advisors, LLC
October 2014 - August 2015 · 10 mos
Wells Fargo Advisors, LLCBroker
August 2014 - August 2015 · 1 yr
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.