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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Jonathan Elijah Narloch

Advisor at U.S. BANCORP ADVISORS, LLC

Orange, CA

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Search this name across graphsid dfx:ria:35e43624-cb94-199d-c613-6adffe71ac1f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: U.S. BANCORP ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 29, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 29, 2005
First registration: Oct 5, 2005
Dual registered: yes, broker-dealer
Other names: Jonathan E Narloch|Jon Elijah Narloch|Jonathan Narloch
IAPD individual key: 4979766

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Feb 13, 2026	n/a	yes	Orange, CA	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 2, 2010	Feb 13, 2026	no	TORRANCE, CA\|Downey, CA\|TORRANCE, CA\|TORRANCE, CA\|Fullerton, CA\|Placentia, CA\|Fountain Valley, CA\|Long Beach, CA\|TUSTIN, CA\|Orange, CA	Previous registration
ESSEX NATIONAL SECURITIES, INC.	Former SEC adviser	Mar 12, 2008	Mar 30, 2010	no	TORRANCE, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 5, 2005	Jun 7, 2006	no	TORRANCE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	U.S. BANCORP ADVISORS, LLC	Feb 13, 2026	Feb 13, 2026	0	Bulk transfer	Ibd to ibd
ESSEX NATIONAL SECURITIES, INC.	U.S. BANCORP INVESTMENTS, INC.	Mar 30, 2010	Jul 2, 2010	94	Firm change	Other
MORGAN STANLEY DW INC.	ESSEX NATIONAL SECURITIES, INC.	Jun 7, 2006	Mar 12, 2008	644	Firm change after gap	Other

Relationships

Registered with (4)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 2, 2010 to Feb 13, 2026factForm ADV
→ ESSEX NATIONAL SECURITIES, INC.Registered adviserregistration: previous registration
Mar 12, 2008 to Mar 30, 2010factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 5, 2005 to Jun 7, 2006factForm ADV

Dated events

No dated event names this entity yet.