Esmeralda Angulo, financial advisor Alturas CA

Esmeralda Angulo

CRD Number: 4779787
Current Firm: U.s. Bancorp Investments, Inc.

Esmeralda Angulo (CRD# 4779787) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Alturas, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Medford, OR Nov 2022 - Current 1
J.p. Morgan Securities LLC Medford, OR Jan 2016 - Oct 2022 6
J.p. Morgan/ Chase Bank N.a. Medford, OR Oct 2013 - Dec 2015 2
Self White City, OR Aug 2014 - Nov 2015 1
Mary Kay White City, OR Jan 2013 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Jan 2016
Contact Info for Esmeralda Angulo
Phone Number: 800-888-4700
Registered State(s):
  • OR
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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