Jonnie Byrd
Jonnie Byrd is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 5 years of industry experience. Jonnie 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
3424 Edwards Rd, Cincinnati, OH, 45208
Get directionsHistory
Regulatory History (4)
Financial
October 2018Financial
November 2017Judgment / Lien
October 2017Criminal
May 1994Other Business Activities
Jonnie is the Owner/Field Service Engineer for Clear Concepts LLC, a medical laser service company, since 2009. Jonnie spends minimal time repairing medical lasers.
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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.