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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • OR RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

3720 S Sixth St, Klamath Falls, OR 97603 • United States

1242 Court St, Medford, OR 97501 • United States

131 E Main St, Medford, OR 97501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Medford OR 01/2016 10/2022
U.S. Bancorp Investments, Inc. Medford OR 11/2022 02/2026
U.S. Bancorp Advisors, Llc Medford OR 02/2026 Present
Previous Registrations
  • 2022-11-04 → 2026-02-13
    Saint Paul, MN
    Alturas, CA
    Lakeview, OR
    Weed, CA
    Medford, OR
    Yreka, CA
    Klamath Falls, OR
    Medford, OR
    Medford, OR
  • 2016-02-04 → 2022-11-06
    Medford, OR
    Klamath Falls, OR
    Yreka, CA
    Shady Cove, OR
    Eagle Point, OR
    Medford, OR
    Klamath Falls, OR
    Yreka, CA
    Yreka, CA
    Mount Shasta, CA
    Jacksonville, OR
    Medford, OR
    Ashland, OR
    Medford, OR
Other Businesses

1) Sacred Heart Catholic School; Non Investment-related; Medford, OR; Catholic School; Seeking to join Advisory Council; Volunteer; 05/2023; 10 hours/ month; 0 hours/ trading; Give advice on the direction and influence the Catholic faith can permeate throughout the school community. 2) Providence Service Area Advisory Committee; Not investment-related; Medford, OR; This is the philanthropic arm of Providence Medical (a hospital) that supports local organizations financially. Every year they choose who to fund and what will make the most positive impact in the Rogue Valley area; Currently none, seeking to be an advisory member; 9/2023; 4 hours/month; 1 hour/trading; Give advice to the philanthropic arm of Providence on what local organizations can benefit from their funding. Organizations that provide available community resources example: Housing resources and utility assistance. 3) Esmeralda Angulo DBA Esmeralda Angulo; Investment-related; Medford, OR; Rental; Owner; 5/2025; 1 hour/month; 0 hours/trading; Collect rent from rental and maintain property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-29
S63 Uniform Securities Agent State Law Examination 2004-04-16
  • S66 Uniform Combined State Law Examination
    2016-01-29
  • S63 Uniform Securities Agent State Law Examination
    2004-04-16
Other Names
  • Esmeralda S Mojarro

View on SEC IAPD

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