JQ
Jiashuo Qin
NORTHWEST FINANCIAL ADVISORS LLC
Herndon, VA 20170
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CRD#: 7146969
JQ
Professional summary
Jiashuo Qin, who also goes by Dorothy Qin, is a registered financial advisor currently at NORTHWEST FINANCIAL ADVISORS LLC located in Herndon, Virginia and LPL FINANCIAL LLC located in Herndon, Virginia.
Jiashuo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jiashuo has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dorothy Qin
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.
1. 08/06/2025- Northwest Financial Advisors- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) . 2. 08/06/2025- NORTHWEST FEDERAL CREDIT UNION- Notary -Inv Rel- HERNDON, VA 20170- Start Date 07/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 08/15/2025 - Northwest Financial Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location (s) - Start Date:08/04/2025 - 80 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through Northwest Financial Advisors, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 08/25/2025 - NW Insurance Agency - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 08/15/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jiashuo Qin'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®
NoneExperience
Current
August 8, 2025 - Present
NORTHWEST FINANCIAL ADVISORS LLC
Office #1: 200 Spring Street Suite 120, Herndon, VA 20170RIA
CRD#: 166769
Herndon, VA
Current
August 6, 2025 - Present
LPL FINANCIAL LLC
Office #1: 200 Spring Street, Ste 120, Herndon, VA 20170RIA
BD
CRD#: 6413
Herndon, VA
Current
August 19, 2025 - Present
NORTHWEST FINANCIAL GROUP LLC
Office #1: 200 Spring Street Suite 120, Herndon, VA 20170BD
CRD#: 145064
Herndon, VA
Past
June 3, 2024 - August 7, 2025
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
FALLS CHURCH, VA
Past
June 3, 2024 - August 7, 2025
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FALLS CHURCH, VA
Past
January 30, 2022 - May 27, 2023
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Alexandria, VA
Past
January 26, 2022 - May 27, 2023
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Alexandria, VA
Past
September 16, 2019 - October 14, 2022
TD AMERITRADE, INC.
RIA
CRD#: 7870
ALEXANDRIA, VA
Past
September 16, 2019 - May 27, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Alexandria, VA
Past
August 23, 2019 - May 27, 2023
TD AMERITRADE, INC.
BD
CRD#: 7870
ALEXANDRIA, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
CRD#: 166769 / SEC#: 801-77994
RIA
Registered Investment Advisory firm - (6/3/2013 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/29/2025)
RR
California(8/29/2025)
RR
Colorado(8/29/2025)
RR
Connecticut(8/29/2025)
RR
Delaware(8/29/2025)
RR
District of Columbia(8/29/2025)
RR
Florida(8/29/2025)
RR
Georgia(8/29/2025)
RR
Hawaii(8/29/2025)
RR
Illinois(8/29/2025)
RR
Indiana(8/29/2025)
RR
Iowa(8/29/2025)
RR
Kansas(8/29/2025)
RR
Kentucky(8/29/2025)
RR
Louisiana(8/25/2025)
RR
Maine(8/29/2025)
RR
Maryland(8/29/2025)
RR
Massachusetts(8/29/2025)
RR
Michigan(9/12/2025)
RR
Mississippi(9/17/2025)
RR
Missouri(8/29/2025)
RR
Montana(8/29/2025)
RR
New Hampshire(8/29/2025)
RR
New Jersey(8/29/2025)
RR
New Mexico(8/29/2025)
RR
New York(8/29/2025)
RR
North Carolina(8/29/2025)
RR
Ohio(8/29/2025)
RR
Oregon(8/29/2025)
RR
Pennsylvania(8/29/2025)
RR
South Carolina(8/29/2025)
RR
Tennessee(8/29/2025)
RR
Texas(8/29/2025)
RR
Utah(8/29/2025)
RR
Virginia(8/6/2025)
IAR
Virginia(8/8/2025)
RR
Washington(8/29/2025)
RR
West Virginia(8/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
CRD#: 166769 / SEC#: 801-77994
RIA
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Contact information
Main Address
200 Spring Street Suite 120, Herndon, VA 20170
Mailing Address
Phone number
(703) 810-1072
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,896 |
| AUM (Assets Under Management) | $ 1,924,736,060 |
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.
