Benjamin Jon Fortune
Financial advisor at U.S. Bancorp Advisors, LLC · Iowa City, IA
Last updated 2026-10-10
Claim your profileBenjamin Jon Fortune is a financial advisor at U.S. Bancorp Advisors, LLC in Iowa City, IA, CRD 4238654. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-12-18.
Registration
- CRD number
- 4238654
- Registration status
- Active
- IAPD registration
- 2012-12-18
- Industry Experience
- 13 years
- Work Experience
- 24 years
- States registered
- IA
Licenses and exams
- Series 63
- Series 65
Work history
- 2001-12 to 2026-02 · U.S. Bancorp Investments, Inc. · Iowa City, IA
- 2026-02 to Present · U.S. Bancorp Advisors, LLC · Iowa City, IA
Current employment
- U.S. Bancorp Advisors, LLC · Saint Paul, MN
U.S. Bancorp Advisors, LLC
- Regulatory AUM
- $1,796,069,079
- Registered advisors
- 1,157
- Offices
- 1,914
- Clients per advisor
- 2.9 (Low)
- Average AUM per client
- $537.3K (Low)
- High-net-worth client ratio
- 13.0% (Low)
U.S. Bancorp Advisors, LLC: advisors, services and reported ETF investments
About
Benjamin Jon Fortune is a financial advisor at U.S. Bancorp Advisors, LLC in Iowa City, IA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 13 years of industry experience and 24 years of reported work history. Reported roles include U.S. Bancorp Investments, Inc..
U.S. Bancorp Advisors, LLC's firm-level Form ADV reports 1,157 advisors across 1,914 offices; approximately 2.9 clients per advisor, average assets per client of $537,263, and regulatory AUM of $1.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by U.S. Bancorp Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
204 E Washington St, Iowa City, IA 52240
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-888-4700
- Website: usbank.com/wealth-management.html
Official record
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