Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Long Beach, CA 90802
Credentials
Series 63, Series 66
Industry experience
10 years
Christopher Leon is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Merrill, Bank of America, and Wells Fargo. U.S. Bancorp Advisors provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts, employing a combination of third-party Investment Managers, technology platforms, and proprietary model portfolios. The firm’s affiliation with U.S. Bancorp offers features such as custody and administrative linkages with U.S. Bank and the option to use account assets as collateral in lending arrangements.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
555 E Ocean Blvd
Long Beach, CA 90802
California
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2024 - 2026 (2 years)
Bank of America N.A.
2023 - 2024 (1 year)
Merrill
2023 - 2024 (1 year)
JP MORGAN CHASE BANK, N.A.
2022 - 2023 (1 year)
J.P. Morgan Securities
2022 - 2023 (1 year)
Wells Fargo Bank, nA
2021 - 2021 (1 year)
Wells Fargo Clearing
2021 - 2021 (1 year)
JPMorgan Chase bank N.A
2019 - 2021 (2 years)
JP morgan securities, LLC
2019 - 2021 (2 years)
Jp Morgan Chase Bank Na
2018 - 2019 (1 year)
JP morgan securities, LLC
2018 - 2019 (1 year)
JP Morgan Chase Bank, NA
2016 - 2018 (2 years)
JP Morgan Securities LLC
2015 - 2018 (3 years)
JP Morgan Chase Bank, NA
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
CFP®, RICP®, EA
Hawthorne, CA
Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
Series 65
Cerritos, CA
Summit Gates Capital
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