Jonathan Narloch | Financial Advisor | Placentia, CA | U.S. Bancorp Wealth Management

Jonathan Narloch

Wealth Management Associate
U.S. Bancorp Investments

714.984.2629

Primary office
201 E Yorba Linda Blvd
Placentia, CA 92870

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About me

It is my pleasure to serve the financial needs of people in the North Orange County area. I started in the financial industry in 2005 and became a Wealth Management Associate in 2010. I hold a Bachelor of Arts degree from Humboldt State University in Arcata, California. California Insurance License #0F14315.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

My time outside of work is spent serving on the board of the Restless Hearts Foundation, which is an organization dedicated to bringing hope and joy to those in need. In my free time, I enjoy mountain biking, exercising, staying involved in my community and spending time with family.

Area of focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

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.