Jon
Hsu
Griffin Black, Inc
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About this Advisor
Jon Hsu is a certified financial planner operating in Redwood City, California who has 5 years of relevant experience. Hsu works at Griffin Black, Inc. Their career trajectory has included roles at Griffin Black, Inc, Balance and University Of California. Hsu holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California and Texas. Griffin Black, Inc is an advisory company operating out of Redwood City, CA. The company has a total of seven employees. It administers $187 million in total assets across its 582 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 582 customer accounts, 42% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Griffin Black, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types billed by Griffin Black, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Griffin Black, Inc Brokerage Details
$186,548,590
7
582
$320,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jon Hsu Work History
Jon has been registered as a financial advisor for 5 years.*
Griffin Black, Inc
Balance
University Of California
*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 Jon Hsu 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 Griffin Black, Inc
Redwood City, CA
Redwood City, CA
Redwood City, CA
Redwood City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.