Lucas James Bell

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

• 04/2013 → 09/2019
  Fifth Third Bank
  Cincinnati, OH
• 08/2016 → 10/2017
  Tinas Bar
  Cincinnati, OH
• 03/2018 → 09/2019
  Fifth Third Securities, Inc.
  Cincinnati, OH
• 05/2019 → 10/2019
  Boca Restaurant Group
  Cincinnati, OH
• 09/2019 → 04/2021
  Jpmorgan Chase Bank, N.A.
  Cincinnati, OH
• 09/2019 → 04/2021
  J.P. Morgan Securities Llc
  Cincinnati, OH
• 05/2021 → 02/2026
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
• 05/2021 → Present
  U.S. Bank
  Cincinnati, OH
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2021-05-18 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
  Cincinnati, OH
• 2019-12-18 → 2021-04-28
  J.P. Morgan Securities Llc
  Cincinnati, OH
• 2018-10-17 → 2019-09-06
  Fifth Third Securities, Inc.
  Cincinnati, OH

Other Businesses

The Baker Hunt Foundation; Not Investment-related; Covington, KY; Board of Directors; Board Member; 03/01/2026; 01 hours/month; 0 hours/trading; Participation in quarterly meetings to provide information and collaborative oversight of the foundation's goals in tandem with the parent organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-24
• S63 Uniform Securities Agent State Law Examination
  2018-04-16

Other Names

• Lucas J Bell
• Lucas Bell
• Lucas J Bell