Jason Werner is a registered investment advisor at Werner Financial, based in Indianapolis, IN, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 955 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4022 E Southport Road, Indianapolis, IN, 46237
Get directionsHistory
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 co-owns JCM Real Estate Investments LLC, managing 5 rental properties for a few hours per week, and Six Tail Holdings, LLC, for investment properties, dedicating minimal time. He also sells various lines of insurance, including fixed index annuities, and owns BEAST Performance, an athletic training company, spending about 10-15 hours per week, and JCM Strategic Wealth Partners, LLC, a passthrough entity for insurance business.
Employment History
Current Registrations
Werner Financial
Previous Registrations
Parkland Securities, LLCBroker
Spc
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 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.