Deborah Lee-Kavousi

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

• 02/2013 → 04/2019
  Union Bank
  San Jose, CA
• 04/2013 → 04/2019
  Unionbanc Investment Services
  San Jose, CA
• 04/2019 → Present
  U.S. Bank
  Los Gatos, CA
• 05/2019 → 02/2026
  U.S. Bancorp Investments, Inc.
  Los Gatos, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Los Gatos, CA

Previous Registrations

• 2019-05-16 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Los Gatos, CA
• 2013-04-09 → 2019-04-09
  U.S. Bancorp Advisors, Llc
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Saratoga, CA
• 2007-02-14 → 2012-12-18
  Comerica Securities
  San Jose, CA
  Los Gatos, CA
  San Francisco, CA
• 2004-04-16 → 2006-10-31
  Wells Fargo Investments, Llc
  Los Gatos, CA
  Los Gatos, CA
  Los Gatos, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-04-15

Other Names

• Debbie Lee
• Debbie Kavousi
• Debbie Lee-Kavousi