Jacquelynn Maxon

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

• 11/1980 → 05/2023
  Union Bank Of California, N.A.
  Palo Alto, CA
• 05/2008 → 05/2023
  Unionbanc Investment Services
  Menlo Park, CA
• 05/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
• 05/2023 → Present
  U.S. Bank
  San Francisco, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2023-06-02 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
  Menlo Park, CA
  Sioux Falls, SD
  Spokane, WA
  Menlo Park, CA
• 2009-01-19 → 2023-06-01
  U.S. Bancorp Advisors, Llc
  Palo Alto, CA
  Menlo Park, CA
  Menlo Park, CA
  Tempe, AZ
  Walnut Creek, CA

Other Businesses

Puenta de la sur; Not investment related; 620 North First Street, Pescadero, CA 94060; Serving on a non-profit finance committee; Finance Committee Member; Finance Committee Member; 2015; 3 hours/month; 0 hours/trading hours; Review Financials

Exams

• S66 Uniform Combined State Law Examination
  2009-01-17