Jing Xu
Investment adviser representative at Private Advisor Group, LLC
24 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Private Advisor Group, LLCJul 2026 to now
- LPL Financial, LLCJul 2026 to now
- Paxel Consulting LLCMar 2020 to now
- Lam, Po, & Xu, Cpa'sDec 2002 to now
- Cetera Investment Advisers LLCSep 2025 to Jul 2026
- Cetera Wealth Services, LLCSep 2025 to Jul 2026
- Avantax Advisory ServiceAug 2024 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesJan 2009 to Sep 2025
- Avantax Investment Services, Inc.Feb 2004 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4763184
- Firm CRD
- 155216