Directory
>
Jason Werner
Jason Werner
Managing Director - Investments | Wells Fargo Advisors
Rockford, Illinois, United States
Jason Werner
Summary
Jason Werner is a seasoned Financial Advisor with over 25 years of experience, currently serving as the Managing Director of Investments at Wells Fargo Advisors. With a strong focus on wealth management, he specializes in guiding individuals and families through complex financial decisions, leveraging his expertise in risk-managed investment strategies and tax minimization. A graduate of Illinois State University with a degree in Finance, Jason holds prestigious certifications as a CERTIFIED FINANCIAL PLANNER and an Accredited Asset Management Specialist. His commitment to client relationships is rooted in his upbringing on a farm in small-town Illinois, emphasizing integrity and personalized service. Recognized consistently on the Wells Fargo Advisors Platinum Council and named one of Forbes' Best-in-State Wealth Advisors, Jason exemplifies excellence in the financial services industry. Outside of work, he enjoys spending time with his family in Roscoe, Illinois, where he continues to foster community ties.
Jason Werner
Work Experience
Managing Director - Investments at
Wells Fargo Advisors
March 2019 - Present
Senior Vice President - Investments at
Wells Fargo Advisors
January 1998 - March 2019
Jason Werner
Education
Illinois State University, Bachelor’s Degree
Frequently Asked Questions about Jason Werner
What is Jason Werner email address?
Jason Werner's primary email address is ************@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jason Werner work for?
Jason Werner is a Managing Director - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Jason Werner graduated from?
Jason Werner holds a degree in Finance, General from Illinois State University.
How can I directly contact Jason Werner?
To contact Jason Werner directly, you can use the email address ************@wellsfargo.com. Complete contact information is available upon registration with Muraena.
Who is Jason Werner?
Jason Werner is a seasoned Financial Advisor with over 25 years of experience, currently serving as the Managing Director of Investments at Wells Fargo Advisors. With a strong focus on wealth management, he specializes in guiding individuals and families through complex financial decisions, leveraging his expertise in risk-managed investment strategies and tax minimization. A graduate of Illinois State University with a degree in Finance, Jason holds prestigious certifications as a CERTIFIED FINANCIAL PLANNER and an Accredited Asset Management Specialist. His commitment to client relationships is rooted in his upbringing on a farm in small-town Illinois, emphasizing integrity and personalized service. Recognized consistently on the Wells Fargo Advisors Platinum Council and named one of Forbes' Best-in-State Wealth Advisors, Jason exemplifies excellence in the financial services industry. Outside of work, he enjoys spending time with his family in Roscoe, Illinois, where he continues to foster community ties.
Jason`s contact details
************@wellsfargo.com
************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG