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Jason George Werner

Cooper Mcmanus

Irvine, CA

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Current Employers
Cooper Mcmanus

9870 Research Drive, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-07-07
  • CA RA
    APPROVED
    Since 2009-07-07

Branch Locations

9870 Research Drive, Irvine, CA 92618-4310 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc Irvine CA 06/2009 03/2020
Cooper Mcmanus Irvine CA 07/2009 Present
Cambridge Investment Research, Inc. Fairfield IA 03/2020 Present
Pacifica Wealth Advisors, Inc. Mission Viejo CA 03/2022 02/2023
  • 06/2009 → 03/2020
    Securities America, Inc
    Irvine, CA
  • 07/2009 → Present
    Irvine, CA
  • 03/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2022 → 02/2023
    Pacifica Wealth Advisors, Inc.
    Mission Viejo, CA
Previous Registrations
  • 2022-03-15 → 2023-02-15
    Pacifica Wealth Advisors, Inc.
    Franklin, TN
  • 2007-04-05 → 2009-05-14
    Wells Fargo Investments, Llc
    Flagstaff, AZ
    Foothill Ranch, CA
Other Businesses

1) COOPER FINANCIAL GROUP, DBA, COOPER MCMANUS, 9870 RESEARCH DR, IRVINE, CA, ADVISORY REP OF A REGISTERED INV ADVISOR, RIA, 07/01/09, INV REL, 30/WK- 30/TRADING 2) JASON WERNER, 9870 RESEARCH DR, IRVINE, CA,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,06/18/07, NIR, 10/MO- 5/TRADING 3) GRITSTONE RANCH RV DBA CARAVAN RV PARK, 748 Concho St, Colorado City TX 79512, START DATE 12/2025, Owner, Owner/Partner of a Business Entity, NIR, 4 HR/MO, 0 HR/MO TRADING 4) GRCC, LLC, 748 Concho St, Colorado City TX 79512, 12/2025, Owner, Owner/Partner of a Business Entity, No, 4 HR/MO, 0 HR/MO TRADING 5) IRCC, LLC, 1591 HWY 208, COLORADO CITY TX 79512, 06/01/2026, OWNER, OWNER/PARTNER OF A BUSINESS ENTITY, NIR, 4 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-01
  • S66 Uniform Combined State Law Examination
    2007-03-01
Designations

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