Juan Manuel Vasquez

Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 09/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 01/2020 → 04/2023
  Transamerica Life Insurance Company
  Denver, CO
• 10/2019 → 12/2019
  Unemployed
  Dallas, TX
• 01/2020 → 04/2023
  Transamerica Investors Securities Corporation
  Denver, CO
• 07/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Irving, TX
• 10/2025 → Present
  U.S. Bancorp Advisors, Llc
  Irving, TX

Previous Registrations

• 2023-07-05 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Greenwood Village, CO
  Charlotte, NC
  Irving, TX
  Dallas, TX
  Dallas, TX
• 2020-08-28 → 2023-04-04
  Transamerica Retirement Advisors, Llc
  Denver, CO

Other Businesses

(1) Rental Property; Investment-related; Greenwood Village, CO; Rental Property; Co-Owner with spouse; Landlord; 08/2024; 2 hours/ month; 0 hours/ trading; Approve maintenance and repair requests by tenant. (2) De Corazon, LLC; not investment-related; Dallas, TX; Counseling practice; Consulting, LLC managing member with spouse; 03/2024; 1-2 hours/month; 0 hours/trading; Consulting regarding strategy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-28
• S63 Uniform Securities Agent State Law Examination
  2007-11-20

Other Names

• Juan Manuel Vasquez
• Juan Manuel Vasquez
• Juan Manuel Vasquez