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Teresa Ann Lucas

U.S. Bancorp Advisors, LLC

New Richmond, OH

Cincinnati, OH

CRD 6102872

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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:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-13
  • OH RA
    APPROVED
    Since 2026-02-13

Branch Locations

New Richmond, OH • United States

7137 Miami Ave, Cincinnati, OH 45243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Ft Thomas KY 11/2012 01/2019
Jp Morgan Chase Bank Ft Thomas KY 08/2011 01/2019
U.S. Bank Cincinnati OH 01/2019 Present
U.S. Bancorp Investments, Inc. Cincinnati OH 01/2019 02/2026
U.S. Bancorp Advisors, Llc Cincinnati OH 02/2026 Present
  • 11/2012 → 01/2019
    J.P. Morgan Securities Llc
    Ft Thomas, KY
  • 08/2011 → 01/2019
    Jp Morgan Chase Bank
    Ft Thomas, KY
  • 01/2019 → Present
    U.S. Bank
    Cincinnati, OH
  • 01/2019 → 02/2026
    U.S. Bancorp Investments, Inc.
    Cincinnati, OH
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-01
S63 Uniform Securities Agent State Law Examination 2013-01-04
  • S65 Uniform Investment Adviser Law Examination
    2019-07-01
  • S63 Uniform Securities Agent State Law Examination
    2013-01-04
Other Names
  • Teresa Ann Edgerton

View on SEC IAPD

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