AdFi
BJ

Benjamin James Bird

Investment Adviser Representative at U.S. BANCORP ADVISORS, LLC

Salt Lake City, UTCRD #5722859Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
25 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 25 states
ArizonaCaliforniaColoradoDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIowaMichiganMontanaNevadaNew JerseyNew YorkNorth DakotaOklahomaOregonPennsylvaniaSouth DakotaTennesseeTexasUtahWashingtonWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/18/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 10/27/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/3/2014
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/20/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

U.S. Bancorp Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

U.S. BANCORP ADVISORS, LLCCurrent
2/13/2026Salt Lake City, UT
U.S. BANCORP INVESTMENTS, INC.
6/2/20232/13/2026Salt Lake City, UT
CUSO FINANCIAL SERVICES, L.P.
1/4/20196/1/2023Salt Lake City, UT
KEY INVESTMENT SERVICES LLC
3/23/201511/23/2018Tooele, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin James Bird has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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