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Eduardo Perez

U.S. Bancorp Advisors, LLC
4 Years of Experience
La Quinta, CA
1 DisclosureBroker
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Eduardo Perez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in La Quinta, CA, with 4 years of industry experience. Eduardo 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.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

78435 Hwy 111, La Quinta, CA, 92253

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History

Regulatory History (1)
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Financial
June 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
April 2025 - February 2026 · 10 mos
U.S. Bancorp Investments, INC.Broker
April 2025 - February 2026 · 10 mos
J.P. Morgan Securities LLC
December 2023 - April 2025 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
June 2023 - April 2025 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - April 2023 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - April 2023 · 3 mos
Wells Fargo Clearing Services, LLC
February 2022 - October 2022 · 8 mos
Wells Fargo Clearing Services, LLCBroker
December 2021 - October 2022 · 10 mos
State Registrations2 states
AKCA
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.
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