Ivanhoe Juan Samuels

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

• 10/2013 → Present
  Ivanhoe Samuels
  Long Beach, CA
• 10/2010 → 11/2022
  Primerica Financial Services
  Los Angeles, CA
• 09/2014 → 11/2022
  Pfs Investments Inc
  Los Angeles, CA
• 12/2022 → 02/2026
  U.S. Bancorp Investments, Inc.
  Orange, CA
• 12/2022 → Present
  U.S. Bank
  Orange, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Orange, CA

Previous Registrations

• 2022-12-08 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Santa Ana, CA
  Los Angeles, CA
  Orange, CA
  Orange, CA
• 2022-01-12 → 2022-12-08
  Pfs Investments Inc.
  Torrance, CA
• 2016-04-06 → 2021-12-31
  Pfs Investments Inc.
  Torrance, CA

Other Businesses

IS Jiu Jitsu; Not investment-related; Lakewood, CA; Martial Arts Training; Sole Proprietor; Owner; 2011; 1-10 hours/month; 0 hours/trading; Teacher.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-28
• S63 Uniform Securities Agent State Law Examination
  2013-05-29

Other Names

• Ivan Samuels