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Lucas James Bell

Investment Adviser Representative at U.S. Bancorp Advisors, LLC

Cincinnati, OHCRD #6928573Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
4

Professional summary

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

Lucas James Bell is an investment adviser representative with U.S. Bancorp Advisors, LLC in Cincinnati, OH, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including U.S. Bancorp Investments, Inc. and J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Kentucky and Ohio.

Office

425 Walnut St
Cincinnati, OH 45202

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky, Ohio
Broker:
2 states and territories

Kentucky, Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/24/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 4/16/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/26/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

U.S. Bancorp Advisors, LLCCurrent
2/13/2026 – Cincinnati, OH
U.S. Bancorp Investments, Inc.
5/18/2021 – 2/13/2026Cincinnati, OH
J.p. Morgan Securities LLC
12/18/2019 – 4/28/2021Cincinnati, OH
Fifth Third Securities, Inc.
10/17/2018 – 9/6/2019Cincinnati, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fifth Third Bank
    Apr 2013 – Sep 2019Cincinnati, OH
  2. Tinas Bar
    Aug 2016 – Oct 2017Cincinnati, OH
  3. Fifth Third Securities, Inc.
    Mar 2018 – Sep 2019Cincinnati, OH
  4. Boca Restaurant Group
    May 2019 – Oct 2019Cincinnati, OH
  5. JPMorgan Chase Bank, N.A.
    Sep 2019 – Apr 2021Cincinnati, OH
  6. J.P. Morgan Securities LLC
    Sep 2019 – Apr 2021Cincinnati, OH
  7. U.S. Bancorp Investments, Inc.
    May 2021 – Feb 2026Cincinnati, OH
  8. U.S. Bank
    May 2021 – no end date reportedCincinnati, OH
  9. U.S. Bancorp Advisors, LLC
    Feb 2026 – no end date reportedCincinnati, OH

Official records & sources

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

About U.S. Bancorp Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, wealth planning, trusts and estates, banking, personalized financial guidance, and self-directed investing including stocks, bonds, mutual funds, and ETFs through U.S. Bancorp Advisors.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Investment ManagementWealth PlanningTrusts And EstatesRetirement PlanningEducation FundingSelf-directed InvestingETFsMutual FundsStocksBondsMarket News+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,149
Offices listed on AdvisorFinder:
41
Main office:
Saint Paul, MN
SEC file number:
801-70084

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at U.S. Bancorp Advisors, LLC

Showing 12 of 1,149 in the directory

View U.S. Bancorp Advisors, LLC firm profile

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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. Lucas James Bell 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Lucas James Bell (U.S. Bancorp Advisors) - Advisor Profile