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Carolyn Desiree Jackson

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

Edina, MNCRD #7734766Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Carolyn Desiree Jackson has worked in the securities industry since 2024. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Minnesota.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Minnesota
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/26/2024
Series 7
General Securities Representative Examination
Passed 1/26/2024
SIE
Securities Industry Essentials Examination
Passed 11/13/2023

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
2/13/2026Edina, MN
U.S. BANCORP INVESTMENTS, INC.
10/2/20252/13/2026Edina, MN
WELLS FARGO ADVISORS
4/26/202410/6/2025Wayzata, MN

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. Carolyn Desiree Jackson 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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Carolyn Desiree Jackson - Financial Advisor in Edina, MN | AdvisorFinder