Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jing? Claim Your ProfileJing Xu is a financial advisor with Avantax Advisory Services. Jing has been in the financial industry since 2004. Jing is registered with the state of Texas and holds the Series 6, 7, 63, and 65 licenses. Jing also has a background in accounting and tax preparation. Jing has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jing offers a range of financial services, including financial planning, portfolio management, and investment advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
09/10/2024 - Present
Avantax Advisory Services (Arlington TX)
IA
Issued 08/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jing Xu is the right advisor for you? Invested Better is here to help.
