Junlong Nicholas Tan
Investment adviser representative at Intellectus Partners, LLC
10 yearsExperience
1 stateRegistered in
$3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Intellectus Partners, LLCAug 2020 to now
- AsurionApr 2018 to Aug 2020
- Barclays Capital Inc.Dec 2016 to Apr 2018
- UnemployedMar 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Intellectus Partners, LLC
$3BAssets managed
206Clients
6Advisers
11 yearsIn 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
- 5761751
- Firm CRD
- 173140