Jason David Herber

Employer firm

True Private Wealth Advisors, LLC CRD 164947

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → Present
  True Private Wealth Advisors, Llc
  Salem, OR

Previous Registrations

• 2005-10-04 → 2012-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salem, OR
  Salem, OR
• 2003-04-23 → 2005-10-03
  Morgan Stanley Dw Inc.
  Salem, OR

Other Businesses

1) I own a 4-plex in Meridian, Idaho, located at 1805 E Overland Rd Meridian ID. 2) 1781 LIBERTY, LLC; INVESTMENT RELATED; 1781 LIBERTY STREET, S.E., SALEM, OR 97302; OWNERSHIP OF 2-STORY OFFICE BUILDING; LEASING OF OFFICE BUILDING; MEMBER (ONE OF FOUR MEMBERS OF LLC THAT OWNS BUILDING). START DATE: 01/08/2021; BUILDING OCCUPANCY WILL BEING IN 09/13/2022; DEVOTE APPROXIMATELY 2 HOURS PER MONTH TO BUILDING-RELATED ISSUES, WITH SOME MONTHS HIGHER. OUR FIRM WILL BE LOCATED IN THE BUILDING. EXCEPT IN CASE OF AN EMERGENCY, MY 3 PARTNERS AND I DO NOT EXPECT TO SPEND MORE THAN ONE HOUR PER DAY ON AVERAGE DURING TRADING HOURS ON BUILDING-RELATED ISSUES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-09
• S63 Uniform Securities Agent State Law Examination
  1999-06-11