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RIA / WealthAdvisorCertified Financial Planner19 years in industry

JASON CHIAN-CHIH SU

Advisor at FAMILY AI! FINANCIAL

CENTREVILLE, VA

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Search this name across graphsid dfx:ria:f505a08e-178f-407a-9d66-d0d244080247

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 21, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FAMILY AI! FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 22, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 22, 2006
First registration: Dec 21, 2012
Dual registered: no
Other names: JASON SU|JASON CHIAN-CHIH SU|JASON CHIAN-CHIN SU
IAPD individual key: 5188441

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FAMILY AI! FINANCIAL	State registered	Sep 20, 2024	n/a	yes	CENTREVILLE, VA	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Dec 26, 2017	Sep 17, 2024	no	SCOTTSDALE, AZ	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Aug 22, 2014	Dec 21, 2017	no	VIENNA, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 21, 2012	Aug 5, 2014	no	ROCKVILLE, MD\|KING OF PRUSSIA, PA\|FAIRFAX, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	FAMILY AI! FINANCIAL	Sep 17, 2024	Sep 20, 2024	3	Firm change	Ibd to state RIA
USAA FINANCIAL PLANNING SERVICES	VANGUARD ADVISERS, INC.	Dec 21, 2017	Dec 26, 2017	5	Firm change	Other
STRATEGIC ADVISERS LLC	USAA FINANCIAL PLANNING SERVICES	Aug 5, 2014	Aug 22, 2014	17	Firm change	Other

Relationships

Registered with (4)

→ FAMILY AI! FINANCIALRegistered adviserregistration: current employment
Sep 20, 2024 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Dec 26, 2017 to Sep 17, 2024factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 22, 2014 to Dec 21, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 21, 2012 to Aug 5, 2014factForm ADV

Dated events

Occurred
Sep 17, 2024
Advisor changed firm
Jason Chian-Chih Su left Vanguard Advisers, Inc. for Family Ai! Financial (registered 2024-09-20)
Form ADVobserved 6 days ago