Jason
Werner
Werner Financial
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About this Advisor
Jason Werner is a financial advisor based in Indianapolis, Indiana, working with Werner Financial. Jason has previously held positions at Jcm Strategic Wealth Partners LLC Dba Bluechip Consultants, Spc, Parkland Securities, LLC, Jcm Strategic Wealth Partners LLC Dba Werner Financial, Sixtail Holdings, Jcm Real Estate Investments, and Beast Performance. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Jason is part of Werner Financial, which operates out of Indianapolis, Indiana. The firm has 3 employees and manages assets totaling $102.7 million. Werner Financial serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Werner Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Werner Financial Brokerage Details
$102,714,411
3
1,104
$93,038
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jason Werner Work History
Jcm Strategic Wealth Partners LLC Dba Werner Financial
Jcm Strategic Wealth Partners LLC Dba Werner Financial
Sixtail Holdings
Jcm Real Estate Investments
Beast Performance
Spc
Parkland Securities, LLC
Jcm Strategic Wealth Partners LLC Dba Bluechip Consultants
Disclosures
Please visit the SEC profile of Jason Werner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Werner Financial
Indianapolis, IN
Indianapolis, IN
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