Jeanne Abraham (CRD# 2610909) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sioux Falls, SD and has over 27 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 6915920
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Santa Barbara, CA | May 2023 - Current | < 1 |
| U.s. Bank | Santa Barbara, CA | May 2023 - Current | < 1 |
| Unionbanc Investment Services | Santa Barbara, CA | Nov 2016 - May 2023 | 6 |
| Mufg Union Bank | Santa Barbara, CA | Oct 2016 - May 2023 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ventura, CA | Oct 2009 - Sep 2016 | 6 |
| Bank Of America, N.a. | Ventura, CA | Jul 1999 - Sep 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
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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