Jason Michael Werner

Current Employers

Employment History

• 07/2014 → 05/2021
  Jcm Strategic Wealth Partners Llc Dba Bluechip Consultants
  Indianapolis, IN
• 04/2015 → 09/2021
  Spc
  Ann Arbor, MI
• 05/2015 → 09/2021
  Parkland Securities, Llc.
  Ann Arbor, MI
• 09/2021 → Present
  Jcm Strategic Wealth Partners Llc Dba Werner Financial
  Indianapolis, IN
• 10/2016 → Present
  Sixtail Holdings
  Indianapolis, IN
• 05/2021 → Present
  Jcm Strategic Wealth Partners Llc Dba Werner Financial
  Indianapolis, IN
• 01/2012 → Present
  Jcm Real Estate Investments
  Indianapolis, IN
• 06/2011 → Present
  Beast Performance
  Indianapolis, IN

Previous Registrations

• 2015-04-20 → 2021-09-15
  Spc
  Indianapolis, IN
  Ann Arbor, MI
  Indianapolis, IN
• 2013-02-26 → 2013-07-29
  Pruco Securities, Llc.
  Indianapolis, IN

Other Businesses

1. JCM Real Estate Investments LLC, (Rentals) Co-Owner of 5 rental properties / 5 hrs/wk. 2. VARIOUS LINES OF INSURANCE INCLUDING FIXED INDEX ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. 3. Owner - BEAST Performance. Athletic training company training young athletes for speed and agility. Start date: 1/1/16, approx. 10-15 hrs/wk, none during trading hours. 4. dba - Werner Financial LLC, Indianapolis, IN. Name used for my financial practice. Start date: 4/1/21, approx. 65 hrs/mo. INV REL: Y 5. JCM Strategic Wealth Partners, LLC, Indianapolis, IN. Passthrough entity set up for insurance business. Start date: 7/29/14. 6. Six Tail Holdings, LLC - Owner. Used for the purpose of purchasing, rehabbing and selling investment properties. Start date: 10/12/16, approx. 10 hrs/mo. Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-13
• S63 Uniform Securities Agent State Law Examination
  2011-06-24