Jessica Mohrman | Financial Advisor | El Cajon, CA | U.S. Bancorp Wealth Management

financial advisor in El Cajon Jessica Mohrman

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
2755 Navajo Rd
El Cajon, CA 92020
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About me

It is my pleasure to serve the financial needs of people in the San Diego area. My experience in the financial industry started in 2002 and I became a financial advisor in 2003. I hold a Bachelor of Science in business administration and finance from Auburn University. California Insurance License #0E18774.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

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.