Yijuan Carol Fan

Current Employers

Employment History

• 10/2019 → Present
  Johanson & Yau Accountancy Corporation
  Campbell, CA
• 12/2024 → Present
  Jy Wealthcare
  Campbell, CA
• 07/2015 → 10/2019
  Hood & Strong Llp
  San Jose, CA
• 12/2024 → 09/2025
  Avantax Advisory Services
  Campbell, CA
• 07/2024 → Present
  Johanson & Yau Accountancy Corporation Pst
  Campbell, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-02 → 2025-09-05
  Avantax Advisory Services
  Campbell, CA
  Dallas, TX

Other Businesses

1) JY WEALTHCARE, LLC POSITION: Referral Financial Advisor NATURE: This entity serves as the platform for my CPA and Avantax Management services, offering tax and accounting expertise, along with investment guidance and products for my clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 12 START DATE: 12/01/2024 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: Specialize in providing comprehensive tax and accounting services, along with tailored investment guidance, to help my clients optimize their financial strategies. Provide tax planning services to help individuals and businesses optimize their financial strategies and minimize tax liabilities. Offer detailed guidance on how their tax situation can impact various financial decisions, including retirement planning and investment strategies, helping ensure that all elements of their financial plan are aligned and work together effectively. 2) JOHANSON & YAU ACCOUNTANCY CORPORATION POSITION: Tax Partner NATURE: Offers tax services, accounting reviews, and general tax guidance to businesses, individuals, fiduciaries, and estate clients. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2019 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: Provide comprehensive guidance and strategic advice to clients to meet their needs and objectives. Supervise employees to maintain quality, accuracy, and adherence to company standards. Collaborate closely with clients to build strong relationships and ensure compliance. 3) JOHANSON & YAU ACCOUNTANCY CORPORATION PST POSITION: Tax Partner NATURE: Johanson & Yau Accountancy Corporation is a CPA firm that provides accounting, assurance, tax and bookkeeping services to businesses, individuals, and fiduciaries. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: I purchased Johanson & Yau Accountancy Corporation through a stock purchase. 12.5% of company July 1, 2024.

Designations

Other Names

• Carol Fan
• Yijuan Fan