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Noosha Sharif

6 Years of Experience
San Diego, CA
Broker

Noosha Sharif is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 6 years of industry experience. Noosha 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

11865 Carmel Mountain Rd, San Diego, CA, 92128

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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
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
September 2023 - February 2026 · 2 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
September 2023 - February 2026 · 2 yrs 5 mos
J.P. Morgan Securities LLC
March 2020 - September 2023 · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
February 2020 - September 2023 · 3 yrs 7 mos
State Registrations3 states
CACONV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.