Jason Papier
Werba Rubin Papier Wealth Management · San Jose, California
Jason Papier is a fee-only financial advisor at Werba Rubin Papier Wealth Management in San Jose, California. Werba Rubin Papier Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Werba Rubin Papier Wealth Management |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.40B across 2,105 accounts |
| SEC registration | Investment adviser representative in CA, MA, NV, TX, WA · CRD 4979707 |
| Exams passed | Series 65 (2005) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.wrpwealth.com |
How Jason's firm compares
- Werba Rubin Papier Wealth Management's average account is about $666,000, from its Form ADV (assets managed divided by 2,105 accounts).
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Questions about Jason
Is Jason Papier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Werba Rubin Papier Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Werba Rubin Papier Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Papier based?
Jason Papier is based in San Jose, California.
Is Jason Papier registered with the SEC?
Yes. Jason Papier is registered as an investment adviser representative in CA, MA, NV, TX and WA (CRD 4979707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Werba Rubin Papier Wealth Management manage?
Werba Rubin Papier Wealth Management reports $1.40B across 2,105 accounts in assets under management.
How do I contact Jason Papier?
Through Jason's website, www.wrpwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Jose
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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