Best Investors Account Sign in
Inactive

Jia Xu

Concentric

Walnut Creek, CA

Claim This Profile
Current Employers
Concentric

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-22
  • CA RA
    APPROVED
    Since 2022-06-22

Branch Locations

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisor Partners, Llc Walnut Creek CA 01/2018 06/2022
Advisor Partners, Llc Walnut Creek CA 01/2016 12/2016
Advisor Partners, Llc Walnut Creek CA 01/2017 12/2017
Concentric Walnut Creek CA 06/2022 05/2024
Concentric Walnut Creek CA 05/2024 Present
  • 01/2018 → 06/2022
    Advisor Partners, Llc
    Walnut Creek, CA
  • 01/2016 → 12/2016
    Advisor Partners, Llc
    Walnut Creek, CA
  • 01/2017 → 12/2017
    Advisor Partners, Llc
    Walnut Creek, CA
  • 06/2022 → 05/2024
    Concentric
    Walnut Creek, CA
  • 05/2024 → Present
    Concentric
    Walnut Creek, CA
Previous Registrations
  • 2022-04-11 → 2022-08-15
    Advisor Partners, Llc
    Walnut Creek, CA
  • 2020-08-03 → 2020-12-31
    Advisor Partners, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-01
  • S65 Uniform Investment Adviser Law Examination
    2020-08-01
Other Names
  • Jennifer Xu

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor