Jason C. Su

FAMILY AI! FINANCIAL

CENTREVILLE, VA

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CRD#: 5188441

Professional summary

Jason Chian-chih Su, CFP®, who also goes by Jason Chian-chin Su, Jason Su, is a registered financial advisor currently at FAMILY AI! FINANCIAL located in Centreville, Virginia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Chian-Chin Su | Jason Su

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD., MALVERN, PA 19355...... NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Bastille, St POSITION: LANDLORD/OWNER START DATE: 2018 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0........... NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Canonbury Square POSITION: LANDLORD/OWNER START DATE: 2015 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0......

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Chian-chih Su's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 20, 2024 - Present

FAMILY AI! FINANCIAL

RIA

CRD#: 330689

CENTREVILLE, VA

Past

December 26, 2017 - September 17, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

December 26, 2017 - September 17, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

August 22, 2014 - December 21, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

VIENNA, VA

Past

August 22, 2014 - December 21, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

Vienna, VA

Past

December 21, 2012 - August 5, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ROCKVILLE, MD

Past

October 31, 2011 - August 4, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ROCKVILLE, MD

Past

September 14, 2006 - October 14, 2011

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/27/2025)

IAR

Virginia
(9/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2006

General Securities Representative Examination

Current Firm

FAMILY AI! FINANCIAL

FAMILY AI! FINANCIAL | FAMILY AI! FINANCIAL LLC

CRD#: 330689 / SEC#:

Texas

Registered Investment Advisory firm - (2/12/2025 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (9/20/2024 Approved)

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Contact information

Main Address

Centreville, VA

Mailing Address

Phone number

(202) 681-7202

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 8,953,067

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jason C. Su

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Chian-chih Su's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2012

Series 63

Date: 9/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2006

Current Firm

FAMILY AI! FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAMILY AI! FINANCIAL

TRUST BUT VERIFY

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