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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

James Richard Jackson

Advisor at U.S. BANCORP ADVISORS, LLC

Sandpoint, ID | Pinehurst, ID | Post Falls, ID | Coeur D'Alene, ID | Coeur d'Alene, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38d699fc-2cbb-22bc-4bda-2d89ef212fa3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 3, 2018 to Sep 15, 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 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 30, 2018
First registration: Dec 3, 2018
Dual registered: yes, broker-dealer
Other names: Jim R Jackson|James Jackson
IAPD individual key: 7006718

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	Pinehurst, ID\|Post Falls, ID\|Coeur D'Alene, ID\|Coeur d'Alene, ID\|Sandpoint, ID	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Aug 23, 2023	Feb 13, 2026	no	SAINT PAUL, MN\|Saint Maries, ID\|Post Falls, ID\|Coeur d'Alene, ID\|Pinehurst, ID	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 5, 2018	Sep 1, 2023	no	REDMOND, WA\|SAN DIEGO, CA\|EVERETT, WA\|KENT, WA\|RENTON, WA\|SEATTLE, WA\|TACOMA, WA\|BOTHELL, WA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Dec 3, 2018	Dec 7, 2018	no	FEDERAL WAY, WA	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
LPL FINANCIAL LLC	U.S. BANCORP INVESTMENTS, INC.	Sep 1, 2023	Aug 23, 2023	-9	Firm change	Ibd to ibd
CETERA ADVISOR NETWORKS LLC	LPL FINANCIAL LLC	Dec 7, 2018	Dec 5, 2018	-2	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
13572:6413:WA:2018-12-07	Dec 7, 2018	Dec 5, 2018	FEDERAL WAY, WA	Firm change

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
Aug 23, 2023 to Feb 13, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 5, 2018 to Sep 1, 2023factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Dec 3, 2018 to Dec 7, 2018factForm ADV

Dated events

Occurred
Sep 1, 2023
Advisor changed firm
James Richard Jackson left Lpl Financial Llc for U.S. Bancorp Investments, Inc. (registered 2023-08-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38d699fc-2cbb-22bc-4bda-2d89ef212fa3
First observed: Dec 3, 2018
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

James Richard Jackson

Advisor at U.S. BANCORP ADVISORS, LLC

Sandpoint, ID | Pinehurst, ID | Post Falls, ID | Coeur D'Alene, ID | Coeur d'Alene, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38d699fc-2cbb-22bc-4bda-2d89ef212fa3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

U.S. BANCORP ADVISORS, LLC

Bd affiliated wealth

Feb 13, 2026

n/a

yes

Pinehurst, ID|Post Falls, ID|Coeur D'Alene, ID|Coeur d'Alene, ID|Sandpoint, ID

Current employment

U.S. BANCORP INVESTMENTS, INC.

Former SEC adviser

Aug 23, 2023

Feb 13, 2026

SAINT PAUL, MN|Saint Maries, ID|Post Falls, ID|Coeur d'Alene, ID|Pinehurst, ID

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Dec 5, 2018

Sep 1, 2023

Previous registration

CETERA ADVISOR NETWORKS LLC

Former SEC adviser

Dec 3, 2018

Dec 7, 2018

FEDERAL WAY, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP ADVISORS, LLC

Feb 13, 2026

Bulk transfer

Ibd to ibd

LPL FINANCIAL LLC

U.S. BANCORP INVESTMENTS, INC.

Sep 1, 2023

Aug 23, 2023

-9

Firm change

Ibd to ibd

CETERA ADVISOR NETWORKS LLC

LPL FINANCIAL LLC

Dec 7, 2018

Dec 5, 2018

-2

Firm change

Ibd to RIA

Team

Left

Joined

From

Kind

13572:6413:WA:2018-12-07

Dec 7, 2018

Dec 5, 2018

FEDERAL WAY, WA

Firm change