Advisor at Werba Rubin Papier Wealth Management, LLC
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Firm
Werba Rubin Papier Wealth Management, LLC
Location
San Jose, CA 95112
Credentials
Series 65
Industry experience
19 years
Jason Papier is a Series 65 licensed financial advisor with 19 years of industry experience. He has been with Werba Rubin Papier Wealth Management, LLC since 2017 and previously worked at Fluent Wealth Partners, LLC for ten years. He is based in San Jose, CA, and is part of a seven-advisor team. Werba Rubin Papier Wealth Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets.
Based on Werba Rubin Papier Wealth Management, LLC
Based on Werba Rubin Papier Wealth Management, LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.25%
Account minimum: $500,000
1732 North 1 St Street, Suite 220
San Jose, CA 95112
California · Massachusetts · Nevada · Texas · Washington
Werba Rubin Papier Wealth Management, LLC
2017 - Present (9 years)
Fluent Wealth Partners, LLC
2008 - 2018 (10 years)
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