Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Junlong? Claim Your ProfileJunlong Tan is an Investment Advisor Representative at Intellectus Partners, LLC in San Francisco, California. Junlong has been in the industry since April 2010 and has been with Intellectus Partners, LLC since August 2020. Prior to joining Intellectus Partners, LLC, Junlong worked at Barclays Capital Inc. and J.P. Morgan Securities LLC. Junlong is licensed to provide investment advice in California. Junlong specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Junlong also provides financial planning and selection of other advisers services. Junlong has a Series 63, Series 65, Series 7 and SIE license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/23/2020 - Present
Intellectus Partners, LLC (SAN FRANCISCO CA)
CA
12/01/2016 - 04/25/2018
BARCLAYS CAPITAL INC. (MENLO PARK CA)
CA
04/16/2013 - 02/29/2016
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
04/27/2010 - 04/05/2013
BARCLAYS CAPITAL INC. (MENLO PARK CA)
IA
Issued 11/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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