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Jason Oliver Will

U.S. Bancorp Advisors, LLC

Kennewick, WA

Prosser, WA

Pasco, WA

Yakima, WA

Yakima, WA

Sunnyside, WA

Selah, WA

Richland, WA

Yakima, WA

CRD 6165232

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

Branch Locations

1221 N Columbia Center Blvd, Kennewick, WA 99336 • United States

1022 Meade Ave, Prosser, WA 99350 • United States

215 N 10Th Ave, Pasco, WA 99301 • United States

404 W Yakima Ave, Yakima, WA 98902 • United States

5601 Summitview, Yakima, WA 98908 • United States

529 S 7Th St, Sunnyside, WA 98944 • United States

115 E 1St Ave, Selah, WA 98942 • United States

701 Jadwin Ave, Richland, WA 99352 • United States

315 W Nob Hill Blvd, Yakima, WA 98902 • 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
Key Investment Services Seattle WA 05/2016 05/2019
U.S. Bancorp Investments, Inc. Richland WA 05/2019 02/2026
U.S. Bancorp Advisors, Llc Richland WA 02/2026 Present
Previous Registrations
  • 2019-05-31 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Saint Paul, MN
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Renton, WA
    Maple Valley, WA
    Renton, WA
    Seattle, WA
    Renton, WA
    Sunnyside, WA
    Grandview, WA
    Selah, WA
    Yakima, WA
    Ellensburg, WA
    Yakima, WA
    Yakima, WA
    Yakima, WA
    Richland, WA
    Kennewick, WA
    Pasco, WA
    Prosser, WA
    Richland, WA
  • 2015-06-22 → 2019-06-04
    Key Investment Services Llc
    Tacoma, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-18
S63 Uniform Securities Agent State Law Examination 2013-07-17
  • S65 Uniform Investment Adviser Law Examination
    2015-06-18
  • S63 Uniform Securities Agent State Law Examination
    2013-07-17
Other Names
  • Jason O Will
  • Jason Will

View on SEC IAPD

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