JT
JT

Junlong Nicholas Tan

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
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Location

1050 Battery Street, Suite 100, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Junlong is involved with Fathom Group LLC and Bueller Group LLC, both real estate investment entities, dedicating minimal time to each as an owner/manager. These activities are not investment-related.

Employment History
Current Registrations
Intellectus Partners, LLC
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Barclays Capital INC.Broker
December 2016 - April 2018 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
April 2013 - February 2016 · 2 yrs 10 mos
Barclays Capital INC.Broker
April 2010 - April 2013 · 3 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Junlong Nicholas Tan - Financial Advisor | TrueAdvisor