Jane Connelly Loeb

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

• 08/2011 → 02/2026
  U.S. Bancorp Investments, Inc.
  Everett, WA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Marysville, WA

Previous Registrations

• 2011-08-18 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Mountlake Terrace, WA
  Lynnwood, WA
  Kenmore, WA
  Monroe, WA
  Everett, WA
  Arlington, WA
  Monroe, WA
  Lake Stevens, WA
  Marysville, WA
  Marysville, WA
  Bothell, WA
• 2009-05-02 → 2011-08-17
  Chase Investment Services Corp.
  Sammamish, WA
  Issaquah, WA
  Sammamish, WA
  Bothell, WA
  Bothell, WA
  Bothell, WA
• 2008-07-23 → 2009-05-02
  Wamu Investments, Inc.
  Sammamish, WA
  Sammamish, WA
  Issaquah, WA
• 2004-12-06 → 2008-07-17
  Ameriprise Financial Services, Llc
  Bellevue, WA
  Bellevue, WA

Other Businesses

Landlord; Non Investment-related; Bothell, WA; Renting rooms to disabled sister and will be paid by HASCO with a Section 8 Voucher; Owner of home; Landlord; 05/2022; 0 hours/ month; 0 hours/ trading; Keep home clean and livable for her.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-20