Jiyao (Jackson) Xu, Cfp®, Cfa

Jiyao (Jackson) Xu, Cfp®, Cfa Email and Phone Number

Fee-Only Financial Planner for Young Chinese Professionals @ X and Y Advisors, Inc.
Jiyao (Jackson) Xu, Cfp®, Cfa's Location
Los Angeles Metropolitan Area, United States, United States
Jiyao (Jackson) Xu, Cfp®, Cfa's Contact Details

Jiyao (Jackson) Xu, Cfp®, Cfa work email

Jiyao (Jackson) Xu, Cfp®, Cfa personal email

n/a
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.

Jiyao (Jackson) Xu, Cfp®, Cfa's Current Company Details
X and Y Advisors, Inc.

X And Y Advisors, Inc.

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Fee-Only Financial Planner for Young Chinese Professionals
Jiyao (Jackson) Xu, Cfp®, Cfa Work Experience Details
  • X And Y Advisors, Inc.
    Founding Partner
    X And Y Advisors, Inc. Jan 2017 - Present
    El Segundo, California, Us
    View
  • Gurman Wealth Management, Inc. Insurance Strategies
    Associate Financial Planner
    Gurman Wealth Management, Inc. Insurance Strategies Oct 2014 - Jun 2017
    Boca Raton, Fl, Us
    View
  • Kpmg China
    Audit Associate
    Kpmg China Oct 2011 - Aug 2012
    Hong Kong, Hk
    View
  • Kpmg Australia
    Audit Intern
    Kpmg Australia Feb 2011 - Apr 2011
    Sydney, Nsw, Au
    View
  • World Trade Centers Association Pavilion At The Shanghai Expo 2010
    Volunteer
    World Trade Centers Association Pavilion At The Shanghai Expo 2010 Aug 2010 - Aug 2010
    Cn
    View
  • China Minsheng Banking Corp.Ltd
    Administrative Assistant Intern
    China Minsheng Banking Corp.Ltd Jul 2009 - Aug 2009
    Beijing, Beijing, Cn
    View

Jiyao (Jackson) Xu, Cfp®, Cfa Skills

Auditing Financial Reporting Financial Analysis Accounting

Jiyao (Jackson) Xu, Cfp®, Cfa Education Details

  • Ucla Extension
    Ucla Extension
    Personal Financial Planning
  • Ucla Extension
    Ucla Extension
    Business Administration With Concentration In Personal Financial Planning
  • Tianjin University Of Finance And Economics
    Tianjin University Of Finance And Economics
    Financial Engineering

Frequently Asked Questions about Jiyao (Jackson) Xu, Cfp®, Cfa

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 the current company?

Jiyao (Jackson) Xu, Cfp®, Cfa's current role is Fee-Only Financial Planner for Young Chinese Professionals.

What is Jiyao (Jackson) Xu, Cfp®, Cfa's email address?

Jiyao (Jackson) Xu, Cfp®, Cfa's email address is jx****@****.com.au

What schools did Jiyao (Jackson) Xu, Cfp®, Cfa attend?

Jiyao (Jackson) Xu, Cfp®, Cfa attended Ucla Extension, Ucla Extension, Tianjin University Of Finance And Economics.

What skills is Jiyao (Jackson) Xu, Cfp®, Cfa known for?

Jiyao (Jackson) Xu, Cfp®, Cfa has skills like Auditing, Financial Reporting, Financial Analysis, Accounting.

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