Jose Adame (CRD# 7561474) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Gresham, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Gresham, OR | Jul 2023 - Current | < 1 |
| Key Bank | Albany, OR | May 2022 - Jun 2023 | 1 |
| Key Investment Services | Albany, OR | May 2022 - Jun 2023 | 1 |
| Jp Morgan And Chase | Milwaukie, OR | Feb 2021 - Apr 2022 | 1 |
| The Shop Barber And Beauty | Salt Lake City, UT | Dec 2019 - Jun 2021 | 1 |
| America First Credit Union | South Salt Lake, UT | Aug 2020 - Feb 2021 | < 1 |
| University Of Providence | Great Falls, MT | Aug 2018 - Dec 2019 | 1 |
| Utah State University Eastern | Price, UT | Aug 2016 - Aug 2018 | 2 |
| El Salon Alta Peluqueria | West Valley City, UT | Jun 2015 - Aug 2016 | 1 |
| Granger High School | West Valley City, UT | Oct 2015 - Jun 2016 | < 1 |
| Taylorsville High School | Taylorsville, UT | Aug 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- OR
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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