Jason Werner, CFP®
Acting Principal of RIA
Jason is an entrepreneur. He graduated Northern Arizona University with a Bachelor’s degree in Business Administration, Finance, & Economics. He has since built up his financial advisory business and joined Cooper McManus as a Financial Advisor. Additionally, Jason works with Tonya to oversee compliance for Cooper McManus’ affiliated advisors.
Jason has a passion for adventure and enjoys spending time with his wife and daughter.
Check the background of this investment professional on FINRA BrokerCheck
California Insurance License #0F81384 | Securities Series 7, 24, 66