Founding Partner
Current
Jan 2017 - Present
AeroLeads people directory · profile
Jiyao (Jackson) Xu, Cfp®, Cfa Email & Phone Number
Fee-Only Financial Planner for Young Chinese Professionals
at
X and Y Advisors, Inc.
1 work email found
@kpmg.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Fee-Only Financial Planner for Young Chinese Professionals
Location
Los Angeles Metropolitan Area, United States, United States
Who is Jiyao (Jackson) Xu, Cfp®, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jiyao (Jackson) Xu, Cfp®, Cfa is listed as Fee-Only Financial Planner for Young Chinese Professionals at X and Y Advisors, Inc., based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at kpmg.com.au and a matched LinkedIn profile for Jiyao (Jackson) Xu, Cfp®, Cfa.
Jiyao (Jackson) Xu, Cfp®, Cfa previously worked as Founding Partner at X And Y Advisors, Inc. and Associate Financial Planner at Gurman Wealth Management, Inc. Insurance Strategies. Jiyao (Jackson) Xu, Cfp®, Cfa holds Certificate, Personal Financial Planning from Ucla Extension.
Company email context
Email format at X and Y Advisors, Inc.
This section adds company-level context without repeating Jiyao (Jackson) Xu, Cfp®, Cfa's masked contact details.
*@kpmg.com.au
68% confidence
AeroLeads found 1 current-domain work email signal for Jiyao (Jackson) Xu, Cfp®, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jiyao (Jackson) Xu, Cfp®, Cfa
Making sense of your money is a challenge. From mortgages, to car loans, to small everyday purchases, it all adds up. I have been working side by side with young Chinese professionals to refine their financial goals, evaluate their current financial health, and create strategies to help achieve their dreams. Call (323) 942-9881 or email me at jiyao.xu@xandyadvisors.com to schedule a free consultation.
Listed skills include Auditing, Financial Reporting, Financial Analysis, and Accounting.
Current workplace
Jiyao (Jackson) Xu, Cfp®, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Jiyao (Jackson) Xu, Cfp®, Cfa work experience
A career timeline built from the work history available for this profile.
Associate Financial Planner
Oct 2014 - Jun 2017
Audit Associate
Oct 2011 - Aug 2012
Audit Intern
Feb 2011 - Apr 2011
Aug 2010 - Aug 2010
Administrative Assistant Intern
Jul 2009 - Aug 2009
3 education records
Jiyao (Jackson) Xu, Cfp®, Cfa education
Certificate, Personal Financial Planning
Ucla Extension
Certificate, Business Administration With Concentration In Personal Financial Planning
Ucla Extension
Bachelor'S Degree, Financial Engineering
Tianjin University Of Finance And Economics
FAQ
Frequently asked questions about Jiyao (Jackson) Xu, Cfp®, Cfa
Quick answers generated from the profile data available on this page.
What company does Jiyao (Jackson) Xu, Cfp®, Cfa work for?
Jiyao (Jackson) Xu, Cfp®, Cfa works for X and Y Advisors, Inc..
What is Jiyao (Jackson) Xu, Cfp®, Cfa's role at X and Y Advisors, Inc.?
Jiyao (Jackson) Xu, Cfp®, Cfa is listed as Fee-Only Financial Planner for Young Chinese Professionals at X and Y Advisors, Inc..
What is Jiyao (Jackson) Xu, Cfp®, Cfa's email address?
AeroLeads has found 1 work email signal at @kpmg.com.au for Jiyao (Jackson) Xu, Cfp®, Cfa at X and Y Advisors, Inc..
Where is Jiyao (Jackson) Xu, Cfp®, Cfa based?
Jiyao (Jackson) Xu, Cfp®, Cfa is based in Los Angeles Metropolitan Area, United States, United States while working with X and Y Advisors, Inc..
What companies has Jiyao (Jackson) Xu, Cfp®, Cfa worked for?
Jiyao (Jackson) Xu, Cfp®, Cfa has worked for X And Y Advisors, Inc., Gurman Wealth Management, Inc. Insurance Strategies, Kpmg China, Kpmg Australia, and World Trade Centers Association Pavilion At The Shanghai Expo 2010.
How can I contact Jiyao (Jackson) Xu, Cfp®, Cfa?
You can use AeroLeads to view verified contact signals for Jiyao (Jackson) Xu, Cfp®, Cfa at X and Y Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jiyao (Jackson) Xu, Cfp®, Cfa attend?
Jiyao (Jackson) Xu, Cfp®, Cfa holds Certificate, Personal Financial Planning from Ucla Extension.
What skills is Jiyao (Jackson) Xu, Cfp®, Cfa known for?
Jiyao (Jackson) Xu, Cfp®, Cfa is listed with skills including Auditing, Financial Reporting, Financial Analysis, and Accounting.
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