Jason Clevenger | WM Investment Portfolio Mgr | Des Moines, IA | U.S. Bancorp Wealth Management

Jason Clevenger

CFA®
Portfolio Manager
U.S. Bank

515.245.6192

Primary Office
520 Walnut St
Des Moines, IA 50309

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About Me

It is my pleasure to serve the financial needs of people in the Des Moines area. I started in the financial industry in 2001 and became a Portfolio Manager in 2007. I hold a Bachelor of Science degree in finance from Iowa State University in Ames, Iowa and I also hold a Master of Business Administration degree in finance from Drake University in Des Moines, Iowa.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving as an adjunct professor of Finance at Drake University. In my free time, I enjoy spending time with family and coaching youth sports.

Area of focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.