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Jason Chian-chih Su

Family Ai! Financial LLC

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About Jason Chian-chih Su

Jason Su is a financial advisor with Family Ai! Financial LLC and has over 17 years of experience in the financial services industry. Jason is registered with the state of Virginia as a Registered Representative and Investment Advisor Representative, as well as with the state of Arizona as an Investment Advisor Representative. Jason has a Series 7, Series 63, Series 66, and SIE licenses and holds the Certified Financial Planner designation. Before joining Family Ai! Financial LLC, Jason was employed by USAA Financial Advisors, Inc. and Fidelity Brokerage Services LLC.

Firm Information

Jason Su is currently registered with Family Ai! Financial LLC. Family Ai! Financial LLC is an investment advisor that provides financial planning, educational seminars, and portfolio management for individuals, particularly high-net-worth individuals. They currently manage approximately $8.95 million in assets for 22 clients.

$8.95M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Su’s Registration & Firm History

VA

09/20/2024 - Present

Family Ai! Financial LLC (CENTREVILLE VA)

VA

08/22/2014 - 12/21/2017

USAA FINANCIAL ADVISORS, INC. (Vienna VA)

MD

10/31/2011 - 08/04/2014

FIDELITY BROKERAGE SERVICES LLC (ROCKVILLE MD)

PA

09/14/2006 - 10/14/2011

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 12/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Chian-chih Su.
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