Jason G. Fang

TERRAFIRMA WEALTH PARTNERS | Director, Financial Planning

WALNUT CREEK, CA 94597

CRD#: 5243084

Professional summary

Jason Guo Quan Fang, CFP®, who also goes by Jason G Fang, is a registered financial advisor currently at TERRAFIRMA WEALTH PARTNERS located in Walnut Creek, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I help people by using holistic financial planning to better understand them and help them most effectively achieve their long-term financial goals. My priority is to be there with you through life’s ups and downs and help you constantly evaluate the best path to move forward. I am here to help you make better financial decisions.

Question & Answer

What are your service offerings?

Retirement Income Management

Life Transitions

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Jason G Fang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Guo Quan Fang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Education

University of Southern California

Experience

Current

August 2, 2024 - Present

TERRAFIRMA WEALTH PARTNERS

Office #1: 1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597

RIA

CRD#: 6363

IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/11/2025)

IAR

California
(8/2/2024)

IAR

Washington
(1/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/28/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/30/2011

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/3/2011

General Securities Sales Supervisor - Options Module Examination

Current Firm

TERRAFIRMA WEALTH PARTNERS

TERRAFIRMA WEALTH PARTNERS | TERRAFIRMA WEALTH PARTNERS LLC

CRD#: 331568 / SEC#: 801-134751

Arizona

Registered Investment Advisory firm - (6/11/2025 Approved)

California

Registered Investment Advisory firm - (12/10/2024 Approved)

Washington

Registered Investment Advisory firm - (6/24/2025 Approved)

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Contact information

Main Address

1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597

Mailing Address

Phone number

(925) 587-8882

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TERRAFIRMA WEALTH PARTNERS LLC DISCLOSURE BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 108,627,213

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

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Jason G. Fang

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Guo Quan Fang's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Southern California

Experience

EDELMAN FINANCIAL ENGINES

RETIREONE INVESTMENT SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2006

Series 10

Date: 3/30/2011

Series 9

Date: 3/3/2011

Current Firm

TERRAFIRMA WEALTH PARTNERS

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRAFIRMA WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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