Jiyao Xu

X AND Y ADVISORS

El Segundo, CA 90245

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CRD#: 6407113

Professional summary

Jiyao Xu, CFA, CFP®, who also goes by Jackson Xu, is a registered financial advisor currently at X AND Y ADVISORS, INC. located in El Segundo, California and ORIGIN INVESTMENT ADVISORY LLC located in El Segundo, California.

Jiyao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jiyao has worked at 3 firms and has passed the Series 65 exam.

Biography

After one year of experience with KPMG China, Jiyao realized that corporate finance is not his interest. In 2012, he came to Los Angeles to join his beloved wife, Vivianna, and study Personal Financial Planning. While taking different courses at UCLA, Jiyao managed to pass the CFP® exam and all three levels of CFA programs. He also went through the real estate broker education program and then worked for a local wealth management firm for several years. With what he has gone through, he understands the needs and concern of the young professionals living in the U.S. From his professional experience serving high-net-worth individuals, Jiyao realizes that there are so many financial planning strategies that could be applied and may even create relatively more value to young professionals. Therefore, he decided to establish X and Y Advisors, Inc. and share his knowledge to help more people and families.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Investment Planning

Retirement Planning

Insurance Planning

Tax Planning

Do you have an area of expertise or specialization?

Entrepreneurs

ExPat and Cross Border Issues

Fixed Fee (Subscription, Retai...

Insurance Related Issues

Middle Income Client Needs

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Jackson Xu

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jiyao Xu'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 13, 2017 - Present

X AND Y ADVISORS, INC.

Office #1: 840 Apollo Street, Suite 100, El Segundo, CA 90245

RIA

CRD#: 287715

El Segundo, CA

Current

June 28, 2021 - Present

ORIGIN INVESTMENT ADVISORY LLC

Office #1: 840 Apollo Street Suite 100, El Segundo, CA 90245Office #2: 68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929

RIA

CRD#: 305353

EL SEGUNDO, CA

Past

February 25, 2019 - September 23, 2019

CONFIDENCE WEALTH MANAGEMENT, INC.

RIA

CRD#: 127383

TORRANCE, CA

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

California
(6/13/2017)

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 65

Date: 1/27/2017

Uniform Investment Adviser Law Examination

Current Firm

X AND Y ADVISORS, INC.

X AND Y ADVISORS | X AND Y ADVISORS, INC.

CRD#: 287715 / SEC#:

California

Registered Investment Advisory firm - (6/13/2017 Approved)

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Contact information

Main Address

840 Apollo Street, Suite 100, El Segundo, CA 90245

Mailing Address

Phone number

(323) 942-9881

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 9,534,311

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.

Contact information

(xxx) xxx-xxxx

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Jiyao Xu

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jiyao Xu's CRS (Customer Relationship Summary).

Certified licenses

Experience

X AND Y ADVISORS, INC.

ORIGIN INVESTMENT ADVISORY LLC

CONFIDENCE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2017

Current Firm

X AND Y ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

X AND Y ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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