Unclaimed Profile

Jason Robert Papier

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, California

Series 65Clean record20 years registeredWERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

1732 NORTH 1ST STREET, SAN JOSE, CA 95112CRD# 4979707Firm CRD# 139237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Robert Papier · SAN JOSE, CA

Registration

CRD #4979707 · WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Jul 2018 – present

FLUENT WEALTH PARTNERS

Aug 2009 – Mar 2018

San Jose, CA

PWJOHNSON WEALTH MANAGEMENT

Jan 2006 – Aug 2009

SUNNYVALE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

CRD 139237 · SEC 801-66794

AUM

$1.1B

Regulatory assets under management

Employees

1,883 client accounts

Services offered by WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

Browse SAN JOSE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Robert Papier offer?

Jason Robert Papier specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.

What are Jason Robert Papier's credentials?

Jason Robert Papier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Robert Papier located?

Jason Robert Papier is based in SAN JOSE, California, working with WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Jason Robert Papier charge for services?

Jason Robert Papier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC?

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →