Jason Guo Quan Fang

Employer firm

Terrafirma Wealth Partners CRD 331568

$118M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2018-11-01 → 2024-08-29
  Edelman Financial Engines
  Walnut Creek, CA
• 2014-07-07 → 2018-11-01
  Edelman Financial Services, Llc
  Santa Clara, CA
  Walnut Creek, CA
  Santa Clara, CA
  Walnut Creek, CA
  Santa Clara, CA
• 2008-12-22 → 2014-06-23
  Strategic Advisers Llc
  Berkeley, CA
  Walnut Creek, CA
• 2008-03-24 → 2008-11-07
  Cetera Investment Advisers Llc
  Carlsbad, CA
• 2007-01-01 → 2008-03-13
  Ameriprise Financial Services, Llc
  Glendale, CA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2006-12-28

Designations

• Certified Financial Planner

Other Names

• Jason G Fang