JP
Jason Papier
from Werba Rubin Papier Wealth Management, LLC
Jason Papier is a financial advisor based in California, San Jose,
with 19 years of experience. Jason currently works for
Werba Rubin Papier Wealth Management, LLC.
Jason maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Papier works at Werba Rubin Papier Wealth Management, LLC
Werba Rubin Papier Wealth Management, LLC is a financial advisory firm based in San Jose, California. It currently has approximately $767,283,708 of assets under management and employs about 9 people. Werba Rubin Papier Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
1732 North 1st Street, Suite 220, San Jose, California, 95112
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