Jason Tani
Jason Tani is a registered investment advisor at Innovation Partners LLC, based in Cerritos, CA, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
10900 183rd Street, Suite 215, Cerritos, CA, 90703
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2001Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Jason is the President/CCO/CIO of Pure Wealth Management Inc, where he manages client investment portfolios, dedicating full-time hours. He is also an independent agent for Pure Health Management, selling health, medical, dental, and vision insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
Innovation Partners LLCBroker
Innovation Partners LLC
Pure Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
Pure Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Prudential Securities IncorporatedBroker
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.