Edward Andrew Mora

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

• 04/2011 → 09/2020
  Bank Of The West
  Newport Beach, CA
• 04/2011 → 09/2020
  Bancwest Investment Services
  Newport Beach, CA
• 08/2022 → 10/2023
  Bny Mellon Securities Corporation
  Newport Beach, CA
• 09/2020 → 10/2023
  Bny Mellon
  Newport Beach, CA
• 02/2024 → Present
  U.S. Bank
  Irvine, CA
• 08/2024 → 02/2026
  U.S. Bancorp Investments, Inc.
  Irvine, CA
• 11/2023 → 01/2024
  Unemployed
  Tustin Ranch, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Irvine, CA

Previous Registrations

• 2024-09-03 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Irvine, CA
  Irvine, CA
  Sioux Falls, SD
• 2022-08-15 → 2023-06-13
  Bny Mellon Securities Corporation
  Newport Beach, CA
  Pittsburgh, PA
• 2010-12-23 → 2020-09-14
  Bancwest Investment Services, Inc.
  Newport Beach, CA
  Newport Beach, CA
  San Dimas, CA
  Newport Beach, CA
  Pasadena, CA
  Mission Viejo, CA
  Newport Beach, CA

Other Businesses

1) Orange County United Way; Not investment-related; Irvine, CA; Non-profit organization; Director; Director; 06/2024; 3 hours/month; 3 hours/trading; support the mission. 2) CEO Leadership Alliance of Orange County; Not investment-related; Laguna Beach, CA; Non-profit organization; Director, Treasurer, Finance Committee Chair; Director; 02/2022; 3 hours/month; 3 hours/trading; support the mission. 3)Project Access; Not investment-related; Orange, CA; non-profit; Member, Advisory Council; 09/2021; 0.5 hours/month; 0.5 hours/trading; Support the mission. 4) Children's Hospital of Orange County Latino Advisory Council; not investment-related; Orange, CA; non-profit; Member of Latino Advisory Council; 09/2024; 0.5 hours/month; 0.5 hours/trading; support the mission. 5) Long Beach State Foundation; Not Investment-related; Long Beach, CA; Foundation for Long Beach State university; Non-profit organization board; Non-profit organization board; 07/09/2026; 02 hours/month; 0 hours/trading; Provide strategic input and governance, help to fundraise.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-22
• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1993-12-06

Other Names

• Edward Mora
• Edward Andrew Mora
• Edward A Mora