Yijuan Fan is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Campbell, CA, with 1 years of industry experience. Yijuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
42 West Campbell Ave, 3rd Floor, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yijuan is a referral financial advisor at JY Wealthcare, LLC, offering tax and accounting expertise along with investment guidance, dedicating about 10-20% of her time. She is also a tax partner at Johanson & Yau Accountancy Corporation, spending nearly full-time providing tax services and guidance, and owns 12.5% of the company.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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