Jason Guo quan Fang
Investment adviser representative at Terrafirma Wealth Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$118.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Terrafirma Wealth Partners LLCAug 2024 to now
- Edelman Financial EnginesNov 2018 to Aug 2024
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services, LLCJul 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Terrafirma Wealth Partners
Legal name: Terrafirma Wealth Partners LLC
$118.5MAssets managed
94Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5243084
- Firm CRD
- 331568