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Jeffrey Howard Katz

UNIONBANC INVESTMENT SERVICES, LLC·LOS ANGELES, California
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445 SOUTH FIGUEROA STREET, LOS ANGELES, CA 90071CRD# 1850619Firm CRD# 14455
01

About

Jeffrey Howard Katz is a registered financial advisor based in LOS ANGELES, California, affiliated with UNIONBANC INVESTMENT SERVICES, 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# 1850619
Firm CRD# 14455
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Howard Katz offer?
Jeffrey Howard Katz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are Jeffrey Howard Katz's credentials?
Jeffrey Howard Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Howard Katz located?
Jeffrey Howard Katz is based in LOS ANGELES, California, working with UNIONBANC INVESTMENT SERVICES, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Jeffrey Howard Katz charge for services?
Jeffrey Howard Katz'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 UNIONBANC INVESTMENT SERVICES, LLC?
UNIONBANC INVESTMENT SERVICES, 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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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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