Best Investors Account Sign in
Inactive

Jiyao Xu

Origin Investment Advisory LLC

Sarasota, FL

El Segundo, CA

X And Y Advisors, Inc.

El Segundo, CA

Claim This Profile
Current Employers
Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-28
  • CA RA
    APPROVED
    Since 2021-06-28

Branch Locations

Sarasota, FL • United States

840 Apollo Street Suite 100, El Segundo, CA 90245 • United States

X And Y Advisors, Inc.

840 Apollo Street, Suite 100, El Segundo, CA 90245 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-06-13
  • CA RA
    APPROVED
    Since 2017-06-13

Branch Locations

840 Apollo Street, Suite 100, El Segundo, CA 90245 • 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
X And Y Advisors, Inc. El Segundo CA 01/2017 Present
Self-Employed Los Angeles CA 01/2016 05/2017
Confidence Wealth Management, Llc Torrance CA 12/2018 09/2019
Blend Financial, Inc. Dba Origin Financial San Francisco CA 06/2021 Present
  • 01/2017 → Present
    X And Y Advisors, Inc.
    El Segundo, CA
  • 01/2016 → 05/2017
    Self-Employed
    Los Angeles, CA
  • 12/2018 → 09/2019
    Confidence Wealth Management, Llc
    Torrance, CA
  • 06/2021 → Present
    Blend Financial, Inc. Dba Origin Financial
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-27
  • S65 Uniform Investment Adviser Law Examination
    2017-01-27
Designations
Other Names
  • Jackson Xu

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor