Jason R. Papier

WERBA RUBIN PAPIER WEALTH MANAGEMENT

San Jose, CA 95112

Some features on this profile are disabled

CRD#: 4979707

Professional summary

Jason Robert Papier, who also goes by Jason Papier, is a registered financial advisor currently at WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC located in San Jose, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Papier

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Papier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 20, 2018 - Present

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Office #1: 1732 North 1st Street Suite 220, San Jose, CA 95112

RIA

CRD#: 139237

San Jose, CA

Past

August 28, 2009 - March 1, 2018

FLUENT WEALTH PARTNERS

RIA

CRD#: 147512

San Jose, CA

Past

January 1, 2006 - August 27, 2009

PWJOHNSON WEALTH & LEGACY, LLC

RIA

CRD#: 133538

SUNNYVALE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA & DAVIS ADVISORY SERVICES, LLC | WERBA RUBIN WEALTH MANAGEMENT, LLC | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | WERBA ADVISORY SERVICES, LLC | WERBA ADVISORY SERVICES, INC.

CRD#: 139237 / SEC#: 801-66794

RIA

Registered Investment Advisory firm - (6/2/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/20/2018)

IAR

Massachusetts
(11/28/2018)

IAR

Nevada
(7/30/2018)

IAR

Texas
(7/20/2018)

IAR

Washington
(7/23/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2005

Uniform Investment Adviser Law Examination

Current Firm

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

WERBA & DAVIS ADVISORY SERVICES, LLC | WERBA RUBIN WEALTH MANAGEMENT, LLC | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | WERBA ADVISORY SERVICES, LLC | WERBA ADVISORY SERVICES, INC.

CRD#: 139237 / SEC#: 801-66794

RIA

Registered Investment Advisory firm - (6/2/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1732 North 1st Street Suite 220, San Jose, CA 95112

Mailing Address

Phone number

(408) 217-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-27 WERBA RUBIN PAPIER WEALTH MANAGEMENT ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,939
AUM (Assets Under Management)	$ 1,129,509,616

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

IAR

DANVILLE, CA

Ronald Guay

FALCON WEALTH PLANNING, INC.

IAR

San Jose, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason R. Papier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Papier's CRS (Customer Relationship Summary).

Certified licenses

Experience

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

FLUENT WEALTH PARTNERS

PWJOHNSON WEALTH & LEGACY, LLC

Primary Firm SEC Registration

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2005

Current Firm

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors