Jiahong Yan
Jiahong Yan is a registered investment advisor at Independent Financial Partners, based in Uniondale, NY, with 14 years of industry experience. Jiahong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
626 RXR Plaza, Uniondale, NY, 11556
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Regulatory History (1)
Employment Separation After Allegations
December 2017Other Business ActivitiesSells Insurance
Jiahong owns Forstrum Wealth Management, dedicating about a quarter of their time to managing client assets. Jiahong is also an agent for fixed insurance products, spending a few hours per week writing new business and communicating with clients.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Ifp Securities, LLC
Independent Financial Partners
Previous Registrations
Realta Investment Advisors, INC
Coastal Investment Advisors
Realta Equities, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.