Junlong N. Tan

INTELLECTUS PARTNERS

San Francisco, CA 94111

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CRD#: 5761751

Professional summary

Junlong Nicholas Tan, who also goes by Nicholas Junlong Tan, Nicholas Tan, is a registered financial advisor currently at INTELLECTUS PARTNERS, LLC located in San Francisco, California.

Junlong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Junlong has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Junlong Tan | Nicholas Tan

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.) JUNLONG TAN IS INVOLVED IN FATHOM GROUP LLC; 2973 PINE STREET, SAN FRANCISCO, CA 94115; REAL ESTATE; INVESTMENT RELATED: NO; NATURE OF ENTITY: REAL ESTATE INVESTMENT/INCOME; TITLE: OWNER; START DATE: 01/2013; NUMBER OF HOURS A MONTH DEVOTED: 2HRS/MO; DUTIES: OWNER AND MANAGER; OWNERSHIP: YES; COMPENSATION: YES; 2.) JUNLONG TAN IS INVOLVED IN BUELLER GROUP LLC; 811 HAMILTON AVE, PALO ALTO, CA 94301; REAL ESTATE; INVESTMENT RELATED: NO; NATURE OF ENTITY: REAL ESTATE PROJECTS/INVESTMENTS; TITLE: MANAGER; START DATE: 07/2018; NUMBER OF HOURS A MONTH DEVOTED: 2HRS/MO; DUTIES: MANAGER; OWNERSHIP: YES; COMPENSATION: YES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Junlong Nicholas Tan'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®

None

Experience

Current

November 23, 2020 - Present

INTELLECTUS PARTNERS, LLC

Office #1: 1050 Battery Street Suite 100, San Francisco, CA 94111

RIA

CRD#: 173140

San Francisco, CA

Past

December 1, 2016 - April 25, 2018

BARCLAYS CAPITAL INC.

CRD#: 19714

MENLO PARK, CA

Past

April 16, 2013 - February 29, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

SAN FRANCISCO, CA

Past

April 27, 2010 - April 5, 2013

BARCLAYS CAPITAL INC.

CRD#: 19714

MENLO PARK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLECTUS PARTNERS, LLC

ACCRULIM WEALTH MANAGEMENT, LLC | INTELLECTUS PARTNERS, LLC

CRD#: 173140 / SEC#: 801-93170

RIA

Registered Investment Advisory firm - (4/21/2015 Approved)

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

California
(11/23/2020)

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 65

Date: 11/21/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2010

General Securities Representative Examination

Current Firm

INTELLECTUS PARTNERS, LLC

ACCRULIM WEALTH MANAGEMENT, LLC | INTELLECTUS PARTNERS, LLC

CRD#: 173140 / SEC#: 801-93170

RIA

Registered Investment Advisory firm - (4/21/2015 Approved)

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Contact information

Main Address

1050 Battery Street Suite 100, San Francisco, CA 94111

Mailing Address

Phone number

(415) 795-7830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTELLECTUS DISCLOSURE BROCHURE AND SUPPLEMENTS (5/29/2025)

Regulatory assets under management

Total Number of Accounts	881
AUM (Assets Under Management)	$ 1,278,913,181

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.

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Advisor Monitoring

Firm Stability Insights

Junlong N. Tan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Junlong Nicholas Tan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARCLAYS CAPITAL INC.

J.P. MORGAN SECURITIES LLC

BARCLAYS CAPITAL INC.

Primary Firm SEC Registration

INTELLECTUS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2020

Series 63

Date: 6/18/2010

SIE

Date: 4/25/2018

Series 7

Date: 4/26/2010

Current Firm

INTELLECTUS PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLECTUS PARTNERS, LLC

TRUST BUT VERIFY

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