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Daniel Richard Jokela

U.S. Bancorp Advisors, LLC

Saint Paul, MN

Woodbury, MN

U.S. Bancorp Investments, Inc.

Saint Paul, MN

Woodbury, MN

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Current Employers
U.S. Bancorp Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-04
MN RA APPROVED 2023-08-04
  • CA RA
    APPROVED
    Since 2023-08-04
  • MN RA
    APPROVED
    Since 2023-08-04

Branch Locations

60 Livingston Ave, Saint Paul, MN 55107 • United States

Woodbury, MN • United States

U.S. Bancorp Investments, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-20
  • MN RA
    APPROVED
    Since 2013-11-20

Branch Locations

60 Livingston Ave, Saint Paul, MN 55107 • United States

Woodbury, MN • 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
U.S. Bancorp Investments, Inc. Saint Paul MN 02/2002 Present
U.S. Bank Woodbury MN 05/2019 01/2022
U.S. Bancorp Advisors, Llc Saint Paul MN 10/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-20
S63 Uniform Securities Agent State Law Examination 2001-08-06
  • S65 Uniform Investment Adviser Law Examination
    2012-04-20
  • S63 Uniform Securities Agent State Law Examination
    2001-08-06
Other Names
  • Dan Jokela

View on SEC IAPD

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Other Offices

CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
FIDUCIARY COUNSELLING INC · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT PAUL, MN
HILLTOP SECURITIES INC. · St. Paul, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT PAUL, MN
CAPTRUST · ST. PAUL, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAINT PAUL, MN

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