JADE FINANCIAL LLC

JADE FINANCIAL LLC is an SEC-registered investment adviser (CRD 330455). Regulatory assets under management: $2.9M.

Registration

• CRD: 330455
• Type: Registered investment adviser
• Phone: (540) 613-8786
• Latest filing: 2026-03-05
• Regulatory AUM: $2.9M
• Discretionary AUM: $160K
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330455 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search