Directory

>

Jason Werner

avatar

Jason Werner

Managing Director - Investments | Wells Fargo Advisors

Rockford, Illinois, United States

View contact details (it's free)

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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jason Werner

Work Experience

company logo

Managing Director - Investments at

Wells Fargo Advisors

March 2019 - Present

company logo

Senior Vice President - Investments at

Wells Fargo Advisors

January 1998 - March 2019

Logos provided by Logo.dev

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

mail

************@wellsfargo.com

************@wellsfargoadvisors.com

Colleagues

avatar
Crpc Nick Giorgio

First Vice President - Investments

avatar
Nick Johnson

Financial Advisor, Vice President - Branch Manager

avatar
Cfp Nick Sondgeroth

Managing Director-Investments

Ryan Lenahan

Managing Director-Branch Manager at Wells Fargo Advisors

avatar
Ryan Flurie Cfp

Managing Director-Investments - Abeles Flurie Wealth Management Group

avatar
Ryan Maglio

Vice President, Lead Business Growth Strategy Consultant

avatar
Ryan Moon

Executive Director, Compliance Senior Manager

Ryan Pelhank

Vice President, Senior Compliance Specialist

avatar
Cfp Ryan Johnson

Financial Advisor, Managing Director-Investment Officer

Saleem Sattar

Vice President, BP&CG

View Contact details (it's free)
Request Profile Removal