Advisor at Pure Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pure Wealth Management
Location
Cerritos, CA 90703
Credentials
Series 63, Series 65
Industry experience
28 years
Jason Tani is a financial advisor at Pure Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. prior to his current role. Outside of investment advising, he is also an independent agent for health, medical, dental, and vision insurance through Pure Health Management. Pure Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach focused on non-correlation, concentrated holdings, and global diversification, primarily implementing portfolios with no-load and low-load mutual funds and ETFs.
Financial plan fees range from $0 to $10,000 (negotiable); Investment Management Agreement fee $100 annually (negotiable)
$0 - $1,000,000: 0.80% (Equity/Balanced Portfolio) $1,000,001 - $3,000,000: 0.60% (Equity/Balanced Portfolio) $3,000,001+: 0.40% (Equity/Balanced Portfolio) $0 - $1,000,000: 0.40% (Fixed Income Portfolio) $1,000,001 - $3,000,000: 0.30% (Fixed Income Portfolio) $3,000,001+: 0.20% (Fixed Income Portfolio) $0 - $1,000,000: 0.20% (Cash/CDs non-profit and corporate cash accounts) $1,000,001 - $3,000,000: 0.15% (Cash/CDs non-profit and corporate cash accounts) $3,000,001+: 0.10% (Cash/CDs non-profit and corporate cash accounts)
Adviser sells annuities, insurance, stocks, bonds, mutual funds, limited partnerships and receives commissions or other economic benefits from non-clients
Hourly planning engagements billed at $125 per hour
Minimum fee: Minimum annual fee is $0 (no minimum) Fee-only: Financial planning fees range from $0 to $10,000 (negotiable); hourly planning rate $125 per hour; Investment Management Agreement fee $100 annually (negotiable)
10900 183rd Street, Suite 215
Cerritos, CA 90703
California
Innovation Partners LLC
2023 - Present (3 years)
Pure Wealth Management, Inc.
2010 - Present (16 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
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Cerritos, CA
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