Jiashuo Qin

CFP

5 Years of Experience

Broker

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.

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.