GV
George A. Von Zedlitz
U.S. BANCORP ADVISORS
Columbus, OH 43229
Some features on this profile are disabled
CRD#: 1443279
GV
Professional summary
George A. Von Zedlitz, who also goes by George A Vonzedlitz, George A. Vonzedlitz, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Columbus, Ohio.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. George has worked at 10 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 9, Series 10, Series 24, Series 53 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
George A Vonzedlitz | George A. Vonzedlitz
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view George A. Von Zedlitz's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view George A. Von Zedlitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 2340 E Dublin-granville Rd, Columbus, OH 43229RIA
BD
CRD#: 14455
Columbus, OH
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 2340 E Dublin-granville Rd, Columbus, OH 43229RIA
BD
CRD#: 14455
Columbus, OH
Past
May 13, 2025 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
Seven Hills, OH
Past
May 12, 2025 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SAINT PAUL, MN
Past
June 5, 2020 - December 10, 2024
PNC CAPITAL ADVISORS LLC
RIA
CRD#: 151829
BALTIMORE, MD
Past
May 29, 2020 - December 10, 2024
PNC CAPITAL MARKETS LLC
BD
CRD#: 15647
BALTIMORE, MD
Past
May 29, 2018 - April 11, 2019
J.J.B. HILLIARD, W.L. LYONS, LLC
BD
CRD#: 453
LOUISVILLE, KY
Past
May 24, 2018 - April 11, 2019
J.J.B. HILLIARD, W.L. LYONS, LLC
RIA
CRD#: 453
LOUISVILLE, KY
Past
January 5, 2015 - February 2, 2018
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
CLEVELAND, OH
Past
January 5, 2015 - February 2, 2018
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CLEVELAND, OH
Past
March 2, 2010 - November 28, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
COLUMBUS, OH
Past
March 1, 2010 - November 28, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
COLUMBUS, OH
Past
April 25, 2007 - March 3, 2010
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN JOSE, CA
Past
April 19, 2007 - March 3, 2010
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SAN JOSE, CA
Past
June 3, 2005 - January 27, 2006
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
SAN FRANCISCO, CA
Past
May 12, 1992 - January 27, 2006
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
December 17, 1985 - July 31, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Ohio(2/13/2026)
IAR
Ohio(2/13/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/16/1994
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
800 N Brand Blvd. 16th Floor 16th Floor, Glendale, CA, 91203
Mailing Address
800 N Brand Blvd. 16th Floor, Glendale, CA, 91203
Phone number
(800) 634-1100
Established
Delaware since 06/28/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
244
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | SOLE MEMBER | |
| BEJASA, EILEEN | SENIOR VICE PRESIDENT AND MANAGING DIRECTOR, BROKER-DEALER OPERATIONS | 7002808 |
| CANEVA, DANIEL CESAR | SVP CHIEF OPERATIONS OFFICER | 1686099 |
| CLARK, SHANNON KEITH | CHIEF FINANCIAL OFFICER | 5829700 |
| ELY, JAMES EUGENE JR. | SENIOR VICE PRESIDENT - SALES | 1843373 |
| FERGUSON, KIMBERLY NICOLE | CHIEF EXECUTIVE OFFICER AND MANAGER | 4120145 |
| LAWLOR, BETH DEDRICK | EXECUTIVE VICE PRESIDENT | 5352662 |
| ROLLAND, JODI THOMPSON | MANAGER | 2290884 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER | 5025315 |
| TRIPLETT, SHANE T | INSTITUTIONAL SALES MANAGER | 1865319 |
Regulatory assets under management
| Total Number of Accounts | 3,905 |
| AUM (Assets Under Management) | $ 1,516,483,817 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 08/20/2024 | ||
| 11/28/2023 | ||
| 11/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
