Qingkun Xu
Investment adviser representative at Prota Financial
13 yearsExperience
1 stateRegistered in
$270.4MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Prota FinancialDec 2022 to now
- Promethean Design & MarketingOct 2013 to now
- J.P. Morgan Securities LLCJan 2019 to Nov 2022
- JPMorgan Chase Bank, N.A.Jan 2019 to Nov 2022
- Yama S Fusion SushiMar 2017 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Prota Financial
Legal name: Prota Financial, LLC
$270.4MAssets managed
673Clients
15Advisers
4 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
- 6211325
- Firm CRD
- 283776