TrueAdvisor
TrueAdvisor
JQ
CFP
JQ
CFP

Jiashuo Qin

Northwest Financial Advisors LLC
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Northwest Financial Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None

Location

1753 Pinnacle Dr 3rd Fl, [V6-Rbo], Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwest Financial Group LLCBroker
August 2025 - Present · 6 mos
Northwest Financial Advisors LLC
August 2025 - Present · 6 mos
LPL Financial LLCBroker
August 2025 - Present · 6 mos
Previous Registrations
Wells Fargo Advisors
June 2024 - August 2025 · 1 yr 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2024 - August 2025 · 1 yr 2 mos
Charles Schwab & CO., INC.
January 2022 - May 2023 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
January 2022 - May 2023 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
September 2019 - May 2023 · 3 yrs 8 mos
TD Ameritrade, INC.
September 2019 - October 2022 · 3 yrs 1 mo
TD Ameritrade, INC.Broker
August 2019 - May 2023 · 3 yrs 9 mos
State Registrations37 states
AZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMOMSMTNCNHNJNMNYOHORPASCTNTXUTVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.