Jacob Puzio (CRD# 4944461) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Aurora, CO and has over 18 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bank | Aurora, CO | Mar 2021 - Current | 3 |
U.s. Bancorp Investments, Inc. | Aurora, CO | Mar 2021 - Current | 3 |
Wells Fargo Clearing Services, LLC | Brighton, CO | Sep 2019 - Mar 2021 | 1 |
Wells Fargo Bank, Na | Brighton, CO | Jun 2012 - Mar 2021 | 8 |
Positive Coaching Alliance | Mountain View, CA | Apr 2017 - Jul 2019 | 2 |
Wells Fargo Clearing Services, LLC | Greenwood Village, CO | Nov 2016 - Apr 2017 | < 1 |
Wells Fargo Advisors | Greenwood Village, CO | Jun 2012 - Nov 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2005 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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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)
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