Jason Werner is a CFP-designated registered investment advisor, based in Irvine, CA, with 19 years of industry experience.
Location
9870 Research Drive, Irvine, CA, 92618-4310
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an advisory representative of a registered investment advisor and an independent insurance agent for various companies. He also works as an administrative assistant for Pacifica Wealth Advisors and owns real estate.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Pacifica Wealth Advisors, INC.
Securities America, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations5 states
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