Adam R Perez

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

• 02/2010 → 02/2026
  U.S. Bancorp Investments, Inc.
  San Jose, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  San Jose, CA

Previous Registrations

• 2010-02-23 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Campbell, CA
  San Jose, CA
  Campbell, CA
  San Jose, CA
  San Jose, CA
  Campbell, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Morgan Hill, CA
  Los Gatos, CA
  San Jose, CA
  Santa Clara, CA
  Los Altos, CA
  Los Gatos, CA
  Mountain View, CA
  San Jose, CA
  Santa Cruz, CA
  Cupertino, CA
  Los Altos, CA
  San Jose, CA
  Los Gatos, CA
  Santa Clara, CA
  Campbell, CA
  Campbell, CA
  Campbell, CA
  San Jose, CA
  Los Gatos, CA
  Los Gatos, CA
• 2009-08-27 → 2010-02-17
  Chase Investment Services Corp.
  San Jose, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Santa Clara, CA
  San Jose, CA

Other Businesses

Junior Varsity Football Coach; not investment-related; Milpitas, CA; football coach; Coach; 6/15/2019; 6 hours/week; 0 hours/trading; coaching and mentoring young men in the sport of football.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-07
• S63 Uniform Securities Agent State Law Examination
  2004-07-09