J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
5yrs
Anna Yu
Financial advisor at Certuity
Anna Yu is a fiduciary financial advisor in San Francisco, California, with 5 years in the industry. Anna joined Certuity in 2023, after a year at J.P. Morgan Private Wealth Advisors. Certuity offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeOne Letterman Drive Suite D4900, San Francisco, CA 94129
FirmCertuity
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$5.22 million
Advisors at the firm24
States licensed ?1 state
Services through Certuity
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCertuity, LLCCurrent firm
- Dec 2021 – May 2023J.P. Morgan Private Wealth Advisors LLCPreviously
Contact Anna
(561) 693-3255Firm headquarters in North Palm Beach, FL. Ask for Anna. One Letterman Drive Suite D4900San Francisco, CA 94129Office · Get directions Firm websitecertuity.com
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Certuity at (561) 693-3255 and ask for Anna Yu. Anna works from the San Francisco, CA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Certuity reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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