Ivy Xiao, financial advisor Marina Del Rey CA
93 score

Ivy Xiao

CRD Number: 6012199
Current Firm: Jrs Investments And Wealth Preservation, LLC

Ivy Xiao (CRD# 6012199) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Marina Del Rey, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Marina Del Rey CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Leighann Miko, financial advisor Marina Del Rey CA
Leighann Miko
CRD# 6093393
Equalis Financial
Score
106
Similar Advisors
David Fried, financial advisor Marina Del Rey CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Company Name Location Dates Years
Pepperdine University Malibu, CA Oct 2016 - Current 1
Morgan Stanley Smith Barney Los Angeles, CA Sep 2012 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2016 1
Fidelity Investments Los Angeles, CA Dec 2011 - Sep 2012 < 1
Travel Los Angeles, CA Jul 2011 - Dec 2011 < 1
Ucla Los Angeles, CA Sep 2007 - Jul 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Ivy Xiao
Phone Number: 858-735-2640
Firm Website: http://www.invwp.com
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $170,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, WA

Ready to hire a financial advisor? Get competitive proposals from Ivy Xiao and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.