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Parker, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Griffin Black, Llc (Fka Griffin Black, Inc.) | Redwood City | CA | 01/2018 | 10/2025 |
| Balance | Concord | CA | 05/2016 | 12/2017 |
| Truevector Wealth Advisors | Parker | CO | 10/2025 | Present |
Jon Hsu is currently a Shareholder of Green Hills Software, a privately held S Corporation. This does not take up any of Jon Hsu's time. Clients of TVWA are not involved in, nor are they solicited to participate in this outside business activity. Jon Hsu is a Tax Preparer and Owner with Grey Owl Tax Services ("GOTS"). In this position, Jon Hsu provides tax accounting services to individuals and businesses. This can create a conflict of interest in that Jon Hsu may refer advisory clients to GOTS in which Jon Hsu will receive customary compensation in their role as tax preparer for those services. This conflict is mitigated in that clients are not required to utilize GOTS for tax services and the decision to use or not use GOTS does not affect the advisory services the client is provided. Jon Hsu spends 10% of their time on activities with GOTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
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