JP
JP

Ju Park

8 Years of Experience
Glendale, CA
Broker

Ju Park is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 8 years of industry experience. Ju 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

800 N Brand Blvd., 16th Floor, Glendale, CA, 91203

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
U.S. Bancorp Advisors, LLCBroker
June 2022 - Present · 3 yrs 11 mos
U.S. Bancorp Advisors, LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2020 - April 2022 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2020 - April 2022 · 1 yr 6 mos
J.P. Morgan Securities LLC
December 2019 - September 2020 · 9 mos
J.P. Morgan Securities LLCBroker
December 2019 - September 2020 · 9 mos
AXA Advisors, LLC
September 2017 - November 2019 · 2 yrs 2 mos
AXA Advisors, LLCBroker
June 2017 - November 2019 · 2 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.