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Jason George Werner

McManus Cooper

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About Jason George Werner

Jason George Werner is a financial advisor with McManus Cooper, a firm based in Irvine, CA. Jason is a CERTIFIED FINANCIAL PLANNER™ and is registered with the State of California and is active in both the broker-dealer and investment advisor space. Jason is a member of the FINRA and has been in the industry since 2007.

Firm Information

Jason Werner is currently registered with McManus Cooper. McManus Cooper is a financial advisory firm based in Irvine, CA, with over 40 licensed agents and investment advisor representatives. They provide a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans. They manage over $2.5 billion in assets and participate in wrap fee programs.
McManus Cooper

9870 RESEARCH DRIVE

IRVINE, CA 92618

$2.56B

Assets Under Management

17

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Jason Werner’s Registration & Firm History

CA

07/07/2009 - Present

McManus Cooper (IRVINE CA)

CA

07/02/2009 - 03/27/2020

SECURITIES AMERICA, INC. (IRVINE CA)

CA

01/24/2007 - 05/14/2009

WELLS FARGO INVESTMENTS, LLC (FOOTHILL RANCH CA)

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Licenses & Designations

BOTH

Issued 03/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason George Werner.
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