Justin Tracy Southwell

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

• 07/2014 → 02/2026
  U.S. Bancorp Investments, Inc.
  Lynnwood, WA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Lynnwood, WA

Previous Registrations

• 2016-08-01 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Seattle, WA
  Seattle, WA
  Roseville, CA
  Seattle, WA
  Lynnwood, WA
  Shoreline, WA
  Lynnwood, WA
  Edmonds, WA
  Kenmore, WA
  Edmonds, WA
  Kenmore, WA
  Mukilteo, WA
  Moses Lake, WA
  Wenatchee, WA
  Mountlake Terrace, WA
  Lynden, WA
  Blaine, WA
  Ferndale, WA
  Sedro Woolley, WA
  Mount Vernon, WA
  Anacortes, WA
  Bellingham, WA
  Mountlake Terrace, WA
  Puyallup, WA
  Burien, WA
  Kenmore, WA
  Mukilteo, WA
  Puyallup, WA
  Oak Harbor, WA
  Freeland, WA
  Puyallup, WA
  Edmonds, WA
  Spanway, WA
• 2011-01-03 → 2014-01-02
  Wells Fargo Clearing Services, Llc
  Bothell, WA
  Seattle, WA
  Bothell, WA
  Woodinville, WA
• 2007-08-17 → 2011-01-03
  Wells Fargo Investments, Llc
  Woodinville, WA
  Lynnwood, WA

Other Businesses

Rental; investment-related; Mukilteo, WA; apartment rental; Owner; 7/1/2020; 5 hours/month; 0 hours/trading; property upkeep.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-16