Merrill
47yrs
Top advisor by experience in Wayzata
33yrs
Based in Wayzata, Minnesota, Jonathan Eiss is a fiduciary financial advisor with 33 years of industry experience. Jonathan has been with U.S. Bancorp Advisors since 2026; before that, Jonathan spent 15 years at U.S. Bancorp Investments and three years at UBS Financial Services. U.S. Bancorp Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 467 advisors with offices in Wayzata, and one of 436 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 5% by experience at U.S. Bancorp Advisors
Office1212 E Wayzata Blvd, Wayzata, MN 55391
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?2 states
Services through U.S. Bancorp Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowU.S. Bancorp Advisors, LLCCurrent firm
- 2011 – 2026U.S. Bancorp Investments, Inc.Previously
- 2006 – 2009UBS Financial Services Inc.Previously
Contact Jonathan
(800) 888-4700Firm headquarters in Saint Paul, MN. Ask for Jonathan. 1212 E Wayzata BlvdWayzata, MN 55391Office · Get directions Firm websitewww.usbank.com/wealth-management.html
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call U.S. Bancorp Advisors at (800) 888-4700 and ask for Jonathan Eiss. Jonathan works from the Wayzata, MN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1993, about 33 years. Top 5% by experience at U.S. Bancorp Advisors.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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