John Chipian, financial advisor Orange CA

John Chipian

CRD Number: 5273973
Current Firm: U.s. Bancorp Investments, Inc.

John Chipian (CRD# 5273973) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Orange, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Orange, CA Sep 2020 - Current 3
Lpl Financial Llc (dba Cb&t Wealth Advisors) Irvine, CA Feb 2015 - Sep 2020 5
California Bank & Trust (zions Wealth Management) Irvine, CA Feb 2014 - Sep 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for John T. Chipian
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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