Jason Werner is a Financial Advisor with Cooper McManus and Newport Capital Advisors, helping clients pursue their financial goals. With more than 7 years of experience, he first entered the financial services industry working with Wells Fargo as an Investment Advisor and was a Registered Representative with Securities America since 2009. Today, he is currently registered with Cambridge Investment Research and he continues to provide his clients with comprehensive financial planning strategies with the goal of helping them make sound decisions in their lives.
Jason is a CERTIFIED FINANCIAL PLANNER™ professional and received his Bachelor of Science in Business Administration with an emphasis in Finance and Economics from Northern Arizona University. Outside of the office, he enjoys spending time with his wife, as well as skydiving, snowboarding, hiking, and camping.
CA Life Insurance License: 0F81384