Jason Qiu has been an investment adviser representative at Echo45 Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners. Jason Qiu studied University of California at Riverside.
Echo45 Advisors LLC is a Walnut Creek, CA firm with $227M under management, 201 clients and 4 advisers in one office, as of its September 2026 filing.
Jason Qiu is Client Concierge of Echo45 Advisors. Qiu serves as the first point of contact for clients and manages service workflows, including client meeting preparation, follow-ups and tracking action items. He supports the firm's Investment Management Committee by coordinating updates and assisting with portfolio reviews and investment reporting. Before joining Echo45 he was a Business Lead for UCR RoboSub and a Campus Housing Services Ambassador.
- Echo45 Advisors LLCCurrent– present · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 307265
Investment adviser representative registrations
Jason Qiu is registered as an investment adviser representative in California, since May 2026.
- CaliforniaSince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8280700
- Firm
- Echo45 Advisors · CRD 307265
- Office
- 1802 TICE VALLEY BLVD, Walnut Creek, CA 94595
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- echo45advisors.com
Where does Jason Qiu work?
Jason Qiu is an investment adviser representative registered through Echo45 Advisors LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jason Qiu a financial advisor?
Yes. Jason Qiu has a current investment-adviser registration in California, through Echo45 Advisors since May 2026.
How many years of experience does Jason Qiu have?
Jason Qiu has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Jason Qiu passed?
Jason Qiu passed the Series 65 in May 2026.
Where is Jason Qiu based?
Jason Qiu’s registered office is in Walnut Creek, CA.
Is Jason Qiu registered with FINRA?
No. Jason Qiu has no current broker registration.
How can I verify Jason Qiu’s record?
Search CRD 8280700 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Qiu’s full registration record.
- David ReichertChief Compliance Officer
Jon HendersonFounder and Chief Investment Officer