JP
JP

John Pugsley

4 Years of Experience
Palm Beach, FL
Broker

John Pugsley is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Palm Beach, FL, with 4 years of industry experience. John 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

324 Royal Palm Way, Palm Beach, FL, 33480

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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 · 5 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
November 2024 - February 2026 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
November 2024 - February 2026 · 1 yr 3 mos
Edward Jones
April 2021 - November 2024 · 3 yrs 7 mos
Edward JonesBroker
April 2021 - November 2024 · 3 yrs 7 mos
State Registrations6 states
FLKYLANYOHVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Pugsley - Financial Advisor | TrueAdvisor