Jeanne Marie Abraham

$1.80B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-13

Branch Locations

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

Organization	City	State	From	To
Bank Of America, N.A.	Ventura	CA	07/1999	09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ventura	CA	10/2009	09/2016
Mufg Union Bank	Santa Barbara	CA	10/2016	05/2023
Unionbanc Investment Services	Santa Barbara	CA	11/2016	05/2023
U.S. Bancorp Investments, Inc.	Santa Barbara	CA	05/2023	02/2026
U.S. Bank	Santa Barbara	CA	05/2023	Present
U.S. Bancorp Advisors, Llc	Santa Barbara	CA	02/2026	Present

07/1999 → 09/2016

Bank Of America, N.A.

Ventura, CA
10/2009 → 09/2016

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ventura, CA
10/2016 → 05/2023

Mufg Union Bank

Santa Barbara, CA
11/2016 → 05/2023

Unionbanc Investment Services

Santa Barbara, CA
05/2023 → 02/2026

U.S. Bancorp Investments, Inc.

Santa Barbara, CA
05/2023 → Present

U.S. Bank

Santa Barbara, CA
02/2026 → Present

U.S. Bancorp Advisors, Llc

Santa Barbara, CA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-10-23

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