Jiahong Yan

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

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

Current Employers

Employment History

• 05/2015 → 12/2017
  Securties America Inc
  Jericho, NY
• 05/2015 → 12/2017
  Securities America Advisors
  Jericho, NY
• 01/2018 → 07/2024
  Realta Equities, Inc.
  Wilmington, DE
• 01/2018 → 07/2024
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 08/2024 → Present
  Ifp Securities, Llc
  Tampa, FL
• 08/2024 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2018-04-02 → 2024-08-08
  Realta Investment Advisors, Inc
  Jericho, NY
  Wilmington, DE
• 2015-06-03 → 2017-12-20
  Securities America Advisors, Inc.
  Jericho, NY
• 2011-10-24 → 2015-04-29
  Wells Fargo Clearing Services, Llc
  Garden City, NY

Other Businesses

(1) Forstrum Wealth Management - 626 RXR Plaza, Uniondale, NY 11556 - DBA - Owner - start date Jan. 1, 2018 - 40 hours/month during trading - Management client assets (2) Forstrum Wealth Management - not investment related - 626 RXR Plaza, Uniondale, NY 11556 - fixed insurance - agent - start date Sept. 19, 2024 - 5 hours/month - 5 hours/month during trading - Writing new business, communicate with client on the fixed annuity product, monitor the performance and maturity

Exams

• S66 Uniform Combined State Law Examination
  2011-10-21

Other Names

• Amanda Yan