John Terry Chipian

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

• 02/2015 → 09/2020
  Lpl Financial Llc (Dba Cb&T Wealth Advisors)
  Irvine, CA
• 02/2014 → 09/2020
  California Bank & Trust (Zions Wealth Management)
  Irvine, CA
• 09/2020 → 02/2026
  U.S. Bancorp Investments, Inc.
  Orange, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Orange, CA

Previous Registrations

• 2020-09-14 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Anaheim, CA
  Anaheim, CA
  Saint Paul, MN
  Tustin, CA
  Orange, CA
  Fullerton, CA
  Fullerton, CA
  Buena Park, CA
  Yorba Linda, CA
  Anaheim, CA
  Brea, CA
  Anaheim, CA
  Placentia, CA
  Huntington Beach, CA
  Orange, CA
• 2015-02-20 → 2020-10-08
  Lpl Financial Llc
  Irvine, CA
  Irvine, CA
  San Diego, CA
  Brea, CA
  Tustin, CA
  San Clemente, CA
  Huntington Beach, CA
  Brea, CA
  Cucamonga, CA
  Crestline, CA
  Lake Arrowhead, CA
  La Palma, CA
  Orange, CA
  Claremont, CA
• 2008-05-20 → 2015-02-20
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-19
• S63 Uniform Securities Agent State Law Examination
  2007-05-23

Other Names

• John Chipian