J
Jade Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,886,453
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
8
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$360,807
About
Jade Financial LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients. The firm charges asset‑based advisory fees and operates as a solo practitioner, which is typical for firms in this category.
The firm documents client goals in Investment Policy Statements and uses a blend of analytic approaches — including fundamental, quantitative, technical, and modern portfolio theory — across a broad set of instruments (mutual funds, ETFs, fixed income, options, private placements, and venture capital). Notably, most client assets are managed on a non‑discretionary basis, and the firm uses the Nucleus model marketplace and associated third‑party tax‑overlay and personalized‑index services, which can give the model provider discretion to trade accounts.
Distinctive aspects include that the firm’s principal is also a licensed insurance agent and may receive commission compensation for insurance and annuity sales, a conflict disclosed and managed through client disclosure and periodic review. The firm’s small client base, requirement that clients use specific custodians, absence of block‑trading aggregation, and the availability of fixed‑fee financial planning alongside advisory services differentiate it from many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Private / alternative investments
Annuities
Fee options
Up to $1,200 fixed fee for financial planning, negotiable
1.50% annually
Main office location
Jade Financial LLC
Woodbridge VA, United States
Number of offices
1
Most active in
Jade Financial LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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