Jeffrey Fay is a CFP-designated registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 9 years of industry experience. Jeffrey 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
5065 Wooster Rd, Cincinnati, OH, 45226
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
PNC Investments
PNC InvestmentsBroker
State Registrations4 states
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
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