Jonnie Byrd
Jonnie Byrd is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 6 years of industry experience. Jonnie 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
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, LLCBroker
U.S. Bancorp Advisors, LLC
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.
Exams
More Advisors
- Jeffrey Fay, CFPU.S. Bancorp Advisors, LLC
- Lucas BellU.S. Bancorp Advisors, LLC
- Dustin UngerU.S. Bancorp Advisors, LLC
- Joseph LamontU.S. Bancorp Advisors, LLC
- Carrie GrissoU.S. Bancorp Advisors, LLC
- Jamie Caudill, CFPAdvice and Planning Services