Jacquelynn Maxon
Financial advisor at U.S. Bancorp Advisors, LLC · San Francisco, CA
Last updated 2026-10-10
Claim your profileJacquelynn Maxon is a financial advisor at U.S. Bancorp Advisors, LLC in San Francisco, CA, CRD 5535927. Licenses and exams on the registration: Series 66. IAPD registration began 2009-01-19.
Registration
- CRD number
- 5535927
- Registration status
- Active
- IAPD registration
- 2009-01-19
- Industry Experience
- 17 years
- Work Experience
- 45 years
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 1980-11 to 2023-05 · Union Bank of California, N.A. · Palo Alto, CA
- 2008-05 to 2023-05 · Unionbanc Investment Services · Menlo Park, CA
- 2023-05 to 2026-02 · U.S. Bancorp Investments, Inc. · San Francisco, CA
- 2023-05 to Present · U.S. Bank · San Francisco, CA
- 2026-02 to Present · U.S. Bancorp Advisors, LLC · San Francisco, CA
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
Jacquelynn Maxon is a financial advisor at U.S. Bancorp Advisors, LLC in San Francisco, CA. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 45 years of reported work history. Reported roles include U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, Union Bank of California, N.A..
SEC disclosures list additional business and community activities: Puenta De La Sur; Not Investment Related; 620 North First Street.
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
1 California St, San Francisco, CA 94111
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-888-4700
- Website: usbank.com/wealth-management.html
Official record
Are you Jacquelynn Maxon?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.