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Jason Robert Papier

Werba Rubin Papier Wealth Management, LLC

San Jose, CA

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Current Employers
Werba Rubin Papier Wealth Management, Llc

1732 North 1St Street Suite 220, San Jose, CA 95112 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
NV RA APPROVED 2025-01-01
MA RA APPROVED 2018-11-28
WA RA APPROVED 2018-07-23
TX RA APPROVED_RES 2018-07-20
  • CA RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2018-11-28
  • WA RA
    APPROVED
    Since 2018-07-23
  • TX RA
    APPROVED_RES
    Since 2018-07-20

Branch Locations

1732 North 1St Street Suite 220, San Jose, CA 95112 • 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
Fluent Wealth Partners, Llc San Jose CA 07/2008 03/2018
Werba Rubin Papier Wealth Management, Llc San Jose CA 06/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-21
  • S65 Uniform Investment Adviser Law Examination
    2005-12-21
Other Names
  • Jason Papier

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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