Unclaimed Profile

James Eugene Jr. Ely

U.S. BANCORP ADVISORS, LLC·GLENDALE, California

SIE, Series 3, Series 6, Series 6TO, Series 7, Series 9, Series 10, Series 24, Series 63Clean record22 years registeredU.S. BANCORP ADVISORS, LLC

800 N. BRAND BOULEVARD, GLENDALE, CA 91203CRD# 1843373Firm CRD# 14455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Eugene Jr. Ely · GLENDALE, CA

Registration

CRD #1843373 · U.S. BANCORP ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

U.S. BANCORP ADVISORS, LLC

Feb 2026 – present

U.S. BANCORP INVESTMENTS, INC.

Oct 2021 – Feb 2026

Los Angeles, CA

WEDBUSH SECURITIES INC.

Feb 2015 – Oct 2021

LOS ANGELES, CA

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Feb 2013

GLENDALE, CA

CITICORP INVESTMENT SERVICES

Apr 2004 – May 2007

RESEDA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 6TO

Series 7

Series 9

Series 10

Series 24

Series 63

Registration record

First registered · April 15, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. BANCORP ADVISORS, LLC

CRD 14455 · SEC 801-70084

AUM

$1.4B

Regulatory assets under management

Employees

238

3,901 client accounts

Services offered by U.S. BANCORP ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at U.S. BANCORP ADVISORS, LLC →

Introduction

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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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