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Jeremy Alan Monnin

U.S. Bancorp Advisors, LLC

Troy, OH

Arcanum, OH

CRD 6988655

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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

910 W Main St, Troy, OH 45373 • United States

Arcanum, OH • 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
U.S. Bank Troy OH 12/2016 Present
U.S. Bancorp Investments, Inc. Sidney OH 07/2018 02/2026
Fifth Third Bank Cincinnati OH 06/2004 11/2016
U.S. Bancorp Advisors, Llc Troy OH 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-09
S63 Uniform Securities Agent State Law Examination 2018-10-18
  • S65 Uniform Investment Adviser Law Examination
    2020-03-09
  • S63 Uniform Securities Agent State Law Examination
    2018-10-18

View on SEC IAPD

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