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JH

Jon Hsu

TRUEVECTOR WEALTH ADVISORS
PARKER, CO
Some features on this profile are disabled
CRD#: 6937190
JH

Professional summary

Jon Hsu, CFP®, CIMA® is a registered financial advisor currently at TRUEVECTOR WEALTH ADVISORS located in Parker, Colorado.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jon has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Jon Hsu'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

Start date: 2019

CIMA®

Certified Investment Management Analyst

Experience

Current

January 22, 2026 - Present

TRUEVECTOR WEALTH ADVISORS

RIA
CRD#: 339522
PARKER, CO
Past

May 4, 2018 - October 21, 2025

GRIFFIN BLACK, LLC

RIA
CRD#: 134684
REDWOOD CITY, 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
Colorado
(1/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/4/2018
Uniform Investment Adviser Law Examination

Current Firm

TW
TRUEVECTOR WEALTH ADVISORS
TRUEVECTOR WEALTH ADVISORS

CRD#: 339522 / SEC#:

Colorado
Registered Investment Advisory firm - (1/22/2026 Approved)
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Contact information

Main Address
Parker, CO
Mailing Address
18695 Pony Express Dr, #1241, Parker, CO 80134
Phone number
(983) 456-0793
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

TRUEVECTOR WEALTH ADVISORS

CRD#: 339522Parker, CO

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