Fadi F Jahshan

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

• 09/2011 → 02/2021
  Union Bank
  Newport Beach, CA
• 10/2011 → 02/2021
  Unionbanc Investment Services
  Newport Beach, CA
• 02/2021 → Present
  U.S. Bancorp Advisors, Llc
  Newport Beach, CA
• 02/2021 → 12/2022
  Union Bank
  Newport Beach, CA

Previous Registrations

• 2011-10-19 → 2021-02-17
  U.S. Bancorp Advisors, Llc
  Irvine, CA
  Newport Beach, CA
  Laguna Niguel, CA
  Dana Point, CA
  San Clemente, CA
  San Clemente, CA
  Mission Viejo, CA
  Ladera Ranch, CA
• 2009-09-24 → 2011-08-05
  Chase Investment Services Corp.
  Lake Forest, CA
• 2007-11-12 → 2008-12-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seal Beach, CA

Other Businesses

The Obscura Group dba Brothers That Just Do Gutters; Non Investment-related; Huntington Beach, CA; Board Member/Silent Investor/Owner; 7/2025; 3 hours/ month; 0 hours/ trading; Attend quarterly board meetings, will not be part of day-to-day operations. Replace, repair and clean gutters in So. California.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-09

Other Names

• Fadi F Jahshan
• Fadi Jahshan
• Fadi Fares Jahshan