Jiyao Xu
Investment adviser representative at Origin Investment Advisory LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$34.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Origin Investment Advisory LLCJun 2021 to now
- Blend Financial, Inc. dba Origin FinancialJun 2021 to now
- X and Y Advisors, Inc.Jan 2017 to now
- Confidence Wealth Management, LLCDec 2018 to Sep 2019
- Self-employedJan 2016 to May 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Origin Investment Advisory LLC
$34.7MAssets managed
7,591Clients
15Advisers
5 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
- 6407113
- Firm CRD
- 305353