Jia
Xu
Advisor Partners
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About this Advisor
Jia Xu is a financial advisor operating out of Walnut Creek, California with 1 year of industry experience. Xu is currently employed by Advisor Partners. During their career, Xu has held roles at Advisor Partners, LLC, Student At Columbia University and Advisor Partners Ii, LLC. Xu has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in California. Advisor Partners is a registered investment firm based in Walnut Creek, CA. It has $2 billion in assets under management between its 1,111 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 1,111 accounts, 77% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Advisor Partners offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice largely vary depending on which service is offered. Fees charged by Advisor Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisor Partners Brokerage Details
$1,942,593,918
9
1,111
$1,748,509
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jia Xu Work History
Jia has been registered as a financial advisor for 1 years.*
Advisor Partners Ii, LLC
Advisor Partners, LLC
Advisor Partners, LLC
Advisor Partners, LLC
Advisor Partners, LLC
Advisor Partners, LLC
Student At Columbia University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jia Xu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisor Partners
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
New York, NY
Walnut Creek, CA
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