Best Investors Account Sign in
Inactive

Jason Robert Papier

Werba Rubin Papier Wealth Management, LLC

San Jose, CA

CRD 4979707

Claim This Profile
Employer firm

Werba Rubin Papier Wealth Management, LLC CRD 139237

$1.40B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

J.P. MORGAN SECURITIES LLC
PFG ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

Ryan Leiby
Adrian Baker
Bianca N. Cross

Nearby Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA

More in San Jose, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor