Joseph S Ori

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

• 12/2011 → Present
  1017 West Busse Llc
  Park Ridge, IL
• 04/2015 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
• 06/2015 → 08/2018
  Bank Of America, N.A.
  Oak Brook, IL
• 08/2018 → 03/2024
  Jp Morgan Securities, Llc
  Chicago, IL
• 08/2018 → 03/2024
  Jp Morgan Chase Bank, N.A.
  Chicago, IL
• 08/2011 → Present
  1017 West Busse Brothers, Llc
  Park Ridge, IL
• 01/2019 → 03/2021
  Ori Brothers Investments Llc
  Chicago, IL
• 03/2021 → Present
  Park Ridge Express Hockey
  Park Ridge, IL
• 03/2024 → 02/2026
  U.S. Bancorp Investments, Inc.
  Deerfield, IL
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Deerfield, IL

Previous Registrations

• 2024-03-13 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Highwood, IL
  Evanston, IL
  Deerfield, IL
  Evanston, IL
• 2018-09-12 → 2024-03-12
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2015-08-14 → 2018-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL

Other Businesses

1) 1017 W Busse Brothers LLC; Investment-Related; Real Estate Ownership; Parkridge, IL; Owner; 01/2012; 0 Hours/Trading; 0 Hours/ Month; Direct ownership of the real estate no duties related to the business 2) Northern Express Hockey Club; Not Investment - Related; Ice Hockey Coaching; Niles, IL; Assistant Coach; 09/01/2019; 04 Hours/ Month; 0 Hours/Trading; Coaching on ice practice and games. 3) 8046 Merrill, LLC; Investment-Related; Real Estate Property; Niles, IL; Owner; 04/01/2026; 8 hours/month; 0 hours/trading; Owner of the property, will have a property manager to handle other duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-13
• S63 Uniform Securities Agent State Law Examination
  2014-01-15

Other Names

• Joseph Samuel Ori
• Joseph Ori
• Joseph S. Ori