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James Eugene Jr. Ely

U.S. BANCORP ADVISORS, LLC·GLENDALE, California
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800 N. BRAND BOULEVARD, GLENDALE, CA 91203CRD# 1843373Firm CRD# 14455
01

About

James Eugene Jr. Ely is a registered financial advisor based in GLENDALE, California, affiliated with U.S. BANCORP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
U.S. BANCORP ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
AUM
$1.4B
Regulatory assets under management
Employees
238
Total firm employees
View all advisors at U.S. BANCORP ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1843373
Firm CRD# 14455
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Eugene Jr. Ely offer?
James Eugene Jr. Ely specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLENDALE, California for a consultation.
What are James Eugene Jr. Ely's credentials?
James Eugene Jr. Ely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Eugene Jr. Ely located?
James Eugene Jr. Ely is based in GLENDALE, California, working with U.S. BANCORP ADVISORS, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does James Eugene Jr. Ely charge for services?
James Eugene Jr. Ely's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. BANCORP ADVISORS, LLC?
U.S. BANCORP ADVISORS, LLC has approximately 238 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLENDALE
Andrew J Kim — DIRECT LENDING INVESTMENTS, LLCLouis Charles Lucido — DOUBLELINE CAPITAL LPMilan Konkol — U.S. BANCORP ADVISORS, LLCDaniel Cesar Caneva — U.S. BANCORP ADVISORS, LLCBrendan Matthew Ross — DIRECT LENDING INVESTMENTS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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