Unclaimed Profile

Jeffrey Adam Walter

U.S. BANCORP INVESTMENTS, INC.·SAINT PAUL, Minnesota

SIE, Series 6, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 66, Series 79TO, Series 99TOClean record20 years registeredU.S. BANCORP INVESTMENTS, INC.

60 LIVINGSTON AVENUE, SAINT PAUL, MN 55107CRD# 2143608Firm CRD# 17868

Profile Verification

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

Identity

Jeffrey Adam Walter · SAINT PAUL, MN

Registration

CRD #2143608 · U.S. BANCORP INVESTMENTS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

Mar 2006 – Oct 2025

Harrisburg, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · March 21, 2006

Years registered · 20

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 INVESTMENTS, INC.

CRD 17868 · SEC 801-68122

AUM

$15.9B

Regulatory assets under management

Employees

2,307

60,028 client accounts

Services offered by U.S. BANCORP INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at U.S. BANCORP INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Adam Walter offer?

Jeffrey Adam Walter specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Adam Walter's credentials?

Jeffrey Adam Walter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Adam Walter located?

Jeffrey Adam Walter is based in SAINT PAUL, Minnesota, last registered with U.S. BANCORP INVESTMENTS, INC..

How does Jeffrey Adam Walter charge for services?

Jeffrey Adam Walter's firm is compensated through percentage of aum, other: 12b-1,networking&shareholder serv,product partner arrangements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is U.S. BANCORP INVESTMENTS, INC.?

U.S. BANCORP INVESTMENTS, INC. has approximately 2307 employees and manages $15.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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