Best Investors
Account
Sign in
Best Investors
Account
Sign in
4022 E Southport Road, Indianapolis, IN 46237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-14 |
| IN | RA | APPROVED | 2024-02-13 |
Branch Locations
4022 E Southport Road, Indianapolis, IN 46237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Indianapolis | IN | 06/2014 | 01/2024 |
| Mml Investors Services, Llc | Indianapolis | IN | 03/2015 | 01/2024 |
| Jcm Strategic Wealth Partners Llc Dba Werner Financial | Indianapolis | IN | 02/2024 | Present |
| Mml Investors Services, Llc | Indianapolis | IN | 08/2014 | 01/2024 |
| Westpoint Financial Group | Indianapolis | IN | 01/2014 | 01/2024 |
| Jcm Strategic Wealth Partners Llc Dba Werner Financial | Indianapolis | IN | 01/2024 | Present |
(1) JCM Strategic Wealth Partners LLC dba Werner Financial; Yes; Indianapolis, IN; Insurance sales; Insurance Agent; 01/2024; 10/MO; 10/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-25 |
Reach out to this advisor