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Jason Werner, CFP, AAMS
Financial Advisor
As a Financial Advisor since 1998, Jason Werner has been dedicated to guiding individuals, multi-generational families and business owners through wealth, education savings and retirement planning with a long-term approach to investing. He is focused on helping others analyze their unique financial situation, clarify their financial objectives, and develop a wealth management plan that will contribute to the achievement of their life goals.
Jason structures investment strategies using a risk-managed philosophy of asset allocation, tax minimization strategies, and planning services.
He earned a Bachelor of Science degree in Finance from Illinois State University as well as the prestigious CERTIFIED FINANCIAL PLANNER professional certification and the Accredited Asset Management Specialist certification from the College for Financial Planning. For these certifications,he completed approved educational programs, passed rigorous examinations, and met stringent experience requirements.
Now a Managing Director - Investment Officer with Wells Fargo Advisors, he has been recognized on the Wells Fargo Advisors Platinum Council from 2015 - 2025. Jason was also named as one of Forbes Best-in-State Wealth Advisors for Illinois in 2022 - 2025.
Jason was born and raised on a farm in Stockton, Illinois. While his education and experience give him professional qualifications to advise his clients, spending much of his life in small communities resulted in a desire to establish strong personal relationships with his clients and to serve them with integrity.
Jason lives in Roscoe, Illinois with his wife, Amanda, and their two children.
If you are seeking a financial advisor who will address your unique wealth management needs and help you meet your financial goals, please call Jason to schedule an appointment.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2015-2023 Platinum Council disclosure:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21- 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21.
View award disclosures
See full list of winners: Forbes award page.
Certificates
CFP, AAMS
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