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Jeff Alan Merlino
CRD#: 2207585
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Investment Adviser
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Broker
U.S. BANCORP INVESTMENTS, INC.CRD#: 17868 1607 Main St
Vancouver, WA 98660
Registration History
19952000200520102015202020252 FIRMS2009 - 2010 (<1 year)2 FIRMS2010 - Present (14 years)BWAMU INVESTMENTS, INC. (CRD# 599)1998 - 2009 (10 years)BWELLS FARGO SECURITIES INC. (CRD# 17438)1996 - 1998 (2 years)BKO SECURITIES, INC. (CRD# 8364)1992 - 1996 (4 years)IAWAMU INVESTMENTS, INC. (CRD# 599)2008 - 2009 (<1 year)
Disclosure(s)
View By:
8/12/2002
Customer Dispute
Settled
1/29/1999
Customer Dispute
Closed-No Action
1/12/1999
Customer Dispute
Closed-No Action
License(s)

State Registrations

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Arizona 3/25/2010

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Missouri 8/28/2024

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California 3/25/2010

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Ohio 9/6/2022

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Colorado 8/3/2020

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Oregon 3/25/2010

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Idaho 5/14/2012

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Texas 8/12/2021

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Louisiana 11/7/2023

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Washington 3/25/2010

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Minnesota 10/21/2022

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Washington 3/25/2010

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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U.S. BANCORP INVESTMENTS, INC. (CRD#:17868)
1607 Main St, Vancouver, WA 98660
2000 SW Morrison St, Portland, OR 97205
Registered with this firm since 3/25/2010

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U.S. BANCORP INVESTMENTS, INC. (CRD#:17868)
1607 Main St, Vancouver, WA 98660
2000 SW Morrison St, Portland, OR 97205
Registered with this firm since 3/25/2010

Previous Registration(s)
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05/02/2009 - 03/25/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) LONGVIEW, WA
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05/02/2009 - 03/25/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) LONGVIEW, WA
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06/26/2008 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) VANCOUVER, WA
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12/15/1998 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) VANCOUVER, WA
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09/20/1996 - 10/20/1998 WELLS FARGO SECURITIES INC. (CRD#:17438) SAN FRANCISCO, CA
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01/31/1992 - 09/26/1996 KO SECURITIES, INC. (CRD#:8364) SEATTLE, WA
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.