Jason Ong is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Mission Viejo, CA, with 7 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
25972 Muirlands Blvd, Mission Viejo, CA, 92691
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason works as a freelance software engineer since December 2023, writing code for business needs. This non-investment related activity takes about 10-20% of his 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
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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