Barry Asher Wellins

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

• 03/2016 → 10/2016
  First Financial Bank
  Abilene, TX
• 08/2016 → 10/2016
  Raymond James Financial Services Inc.
  Abilene, TX
• 08/2016 → 10/2016
  Raymond James Financial Services Advisors Inc.
  Abilene, TX
• 03/2018 → 04/2019
  Unionbanc Investment Services
  San Diego, CA
• 10/2016 → 03/2018
  Unemployed
  San Diego, CA
• 03/2018 → 04/2019
  Mufg Union Bank
  San Diego, CA
• 04/2019 → Present
  U.S. Bank
  San Francisco, CA
• 05/2019 → 02/2026
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2019-05-08 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
  San Diego, CA
  San Diego, CA
  San Francisco, CA
  Sioux Falls, SD
  San Fransicso, CA
• 2018-04-04 → 2019-04-22
  U.S. Bancorp Advisors, Llc
  San Diego, CA
• 2016-08-01 → 2016-11-03
  Raymond James Financial Services Advisors, Inc
  Abilene, TX
• 2015-10-20 → 2016-03-11
  Pnc Managed Account Solutions, Inc.
  Houston, TX

Other Businesses

1.) CorePower Yoga; not investment-related; Denver, CO; Yoga; Yoga instructor; 6/2018; 24 hours/month; 0 hours/trading; teach three Yoga Sculpt classes weekly. 2.) Filoli; Not Investment-related; Woodside, CA 94062; Historical Country House and Nature Preserve; Board Member; Board Member; 01/2024; 2 hours per month; 0/trading hours; General board of directors appointment, advocate for organization and providing strategic advice on growth. 3.) Hot 8 Yoga; not investment-related; Beverly Hills, CA; Yoga; Employee/ Yoga Sculpt Instructor; 11/2024; 6 hours/month; 0 hours/trading; Teach a yoga sculpt class Friday evenings.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-07

Other Names

• Barry A Wellins