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Jonathan Elijah Narloch

U.S. Bancorp Advisors, LLC

Orange, CA

CRD 4979766

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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
CA RA APPROVED 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

500 Main St, Orange, CA 92868 • 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. Bancorp Investments, Inc. Orange CA 03/2010 02/2026
U.S. Bank Orange CA 07/2016 02/2026
U.S. Bancorp Advisors, Llc Orange CA 02/2026 Present
Previous Registrations
  • 2010-07-02 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Torrance, CA
    Downey, CA
    Torrance, CA
    Torrance, CA
    Fullerton, CA
    Placentia, CA
    Fountain Valley, CA
    Long Beach, CA
    Tustin, CA
    Orange, CA
  • 2008-03-12 → 2010-03-30
    Essex National Securities, Llc
    Torrance, CA
  • 2005-10-05 → 2006-06-07
    Morgan Stanley Dw Inc.
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-29
  • S66 Uniform Combined State Law Examination
    2005-09-29
Other Names
  • Jonathan E Narloch
  • Jon Elijah Narloch
  • Jonathan Narloch

View on SEC IAPD

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