Jason Fang has been Principal and Chief Compliance Officer of TerraFirma Wealth Partners since June 2024, is a control person of the firm and directly owns 75% or more of it. Jason Fang holds a BS in Business Administration, real estate finance from USC Marshall.
Terrafirma Wealth Partners LLC is a Walnut Creek, CA firm with $118M under management, 94 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Jason G. Fang is Principal, Wealth Advisor of TerraFirma Wealth Partners LLC, based in Walnut Creek, California. He began advising in November 2006 and founded TerraFirma in 2024. Before that, he spent years inside large national advisory firms and rose to direct financial planning for one of them.
Jason Fang’s longest registration was 5 years at Edelman Financial Engines (2018–2024). Before joining TerraFirma Wealth Partners in 2024, Jason Fang was registered through Edelman Financial Engines and Edelman Financial Services, LLC.
- Terrafirma Wealth PartnersCurrent– present · 2 yearsWalnut Creek, CA · Adviser representative · Firm CRD 331568
- Edelman Financial Engines– · 5 yearsWalnut Creek, CA · Adviser representative · Firm CRD 104510
- Edelman Financial Services, LLC– · 4 yearsWalnut Creek, CA · Adviser representative · Firm CRD 113299
- Strategic Advisers, Inc.– · 5 yearsBerkeley, CA · Adviser representative · Firm CRD 104555
- Genworth Financial Advisers Corporation– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 105644
- Ameriprise Financial Services, Inc.– · 1 yearIrvine, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by TerraFirma Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jason Fang is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Washington, in January 2025.
- CaliforniaSince 2 August 2024
- WashingtonSince 3 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 30 March 2011 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 3 March 2011 |
| Series 66 | Uniform Combined State Law Examination | 28 December 2006 |
| Series 7 | General Securities Representative Examination | 13 December 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Guo Quan Fang
- CRD
- 5243084
- Firm
- TerraFirma Wealth Partners · CRD 331568
- Role
- Principal and Chief Compliance Officer
- Office
- 1255 TREAT BOULEVARD, SUITE 300, Walnut Creek, CA 94597
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- terrafirmawealth.com
Where does Jason Fang work?
Jason Fang has been Principal and Chief Compliance Officer of Terrafirma Wealth Partners LLC since June 2024, and is a control person of the firm.
Is Jason Fang a financial advisor?
Yes. Jason Fang has a current investment-adviser registration in California and Washington, through TerraFirma Wealth Partners since August 2024.
How many years of experience does Jason Fang have?
Jason Fang has 19 years in the financial industry, since February 2007, across 6 adviser firms.
What exams has Jason Fang passed?
Jason Fang has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in December 2006. FINRA credited Jason Fang with the SIE, which began in October 2018.
Where did Jason Fang work before TerraFirma Wealth Partners?
Before TerraFirma Wealth Partners, Jason Fang was registered through Edelman Financial Services, LLC, July 2014 to November 2018; Strategic Advisers, Inc., December 2008 to June 2014; Genworth Financial Advisers Corporation, March 2008 to November 2008; Ameriprise Financial Services, Inc., January 2007 to March 2008.
Where is Jason Fang based?
Jason Fang’s registered office is in Walnut Creek, CA.
Is Jason Fang registered with FINRA?
No. Jason Fang has no current broker registration.
Is Jason Fang a CFP?
TerraFirma Wealth Partners lists Jason Fang with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Fang’s record?
Search CRD 5243084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Fang’s full registration record.