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Jason Guo Quan Fang

Terrafirma Wealth Partners

Walnut Creek, CA

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Current Employers
Terrafirma Wealth Partners

1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-03
CA RA APPROVED 2024-08-02
  • WA RA
    APPROVED
    Since 2025-01-03
  • CA RA
    APPROVED
    Since 2024-08-02

Branch Locations

1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services, Llc Walnut Creek CA 07/2014 11/2018
Ef Legacy Securities, Llc Walnut Creek CA 04/2016 10/2018
Edelman Financial Engines Walnut Creek CA 11/2018 08/2024
Terrafirma Wealth Partners Llc Alameda CA 08/2024 Present
  • 07/2014 → 11/2018
    Edelman Financial Services, Llc
    Walnut Creek, CA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Walnut Creek, CA
  • 11/2018 → 08/2024
    Edelman Financial Engines
    Walnut Creek, CA
  • 08/2024 → Present
    Terrafirma Wealth Partners Llc
    Alameda, CA
Previous Registrations
Other Businesses

1) Insurance Sales; Investment-related; Same Address; Individual Capacity; Since 04/2016; Approximately 10% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-28
  • S66 Uniform Combined State Law Examination
    2006-12-28
Designations
Other Names
  • Jason G Fang

View on SEC IAPD

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ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

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CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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