EP
EP
Eduardo Perez
3 Years of Experience
La Quinta, CA
1 DisclosureBroker
Eduardo Perez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in La Quinta, CA, with 3 years of industry experience. Eduardo 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
78435 Hwy 111, La Quinta, CA, 92253
Get directionsHistory
Regulatory History (1)
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Financial
June 2018Final
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
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.
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.