Jay Liao
Mandala Wealth Management · San Diego, California
Jay Liao is a fee-only financial advisor at Mandala Wealth Management in San Diego, California, who holds the CFA credential. Mandala Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Mandala Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $21.2M across 30 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5720612 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mandalawealth.com |
| Profile |
How Jay's firm compares
- Mandala Wealth Management's average account is about $707,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Jay
Is Jay Liao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Mandala Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Mandala Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does Jay work with clients virtually?
Yes. Mandala Wealth Management says on its website that it works with clients remotely.
Where is Jay Liao based?
Jay Liao is based in San Diego, California.
What credentials does Jay Liao hold?
Jay Liao holds the CFA credential.
Is Jay Liao registered with the SEC?
Yes. Jay Liao is registered as an investment adviser representative in CA (CRD 5720612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mandala Wealth Management manage?
Mandala Wealth Management reports $21.2M across 30 accounts in assets under management.
How do I contact Jay Liao?
Through Jay's website, www.mandalawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mandala Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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