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Jason Sherr is listed as Managing Partner at StrateFi Wealth Management at StrateFi Wealth Management, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Jason Sherr.
Jason Sherr previously worked as Managing Partner at Stratefi Wealth Management and Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors. Jason Sherr holds Ba, Architecture from University Of California, Berkeley.
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Please feel free to contact me at jason@stratefiwealth.com or 775-391-8186. You could also access my calendar and schedule an appointment at https://go.oncehub.com/JasonSherrI graduated from the UC Berkeley where I studied business, finance, and economics. My experience in the securities industry dates back to 1992. I hold many registrations. These registrations give me the ability to recommend many types of investments based on each client's individual situation I feel strongly about constructing an investment plan first, which details each client's individual goals and objectives. I can help the client decide on the appropriate investments for a personalized plan.I am the former Vice President of Finance for the CAL (UC Berkeley) Alumni Association and am still involved with the local Berkeley Alumni Club.I am an active member of the community and used to coach baseball at Corona Del Mar High School in Newport Beach. I am also the former Chair of the Witte Lecture Series and the Making Memories for Children Series at the Newport Beach Public Library. When not in the office, I enjoy sports, reading, and spending time with friends.I was born in Southern California and now split time between the Lake Tahoe/Reno area and Orange County.Important Disclosures:Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Jason Sherr is a registered representative with, and securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. CA Insurance Lic #0B96672Series 63, 31, 7 & 65 securities registrations held through LPL Financial.
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Irvine, California, US
www.StrateFiWealth.comWe’re committed to guiding you through the financial terrain that is specific to you. There are many paths you can take to work towards financial independence, and we’re here every step of the way.
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Jason Sherr works for StrateFi Wealth Management.
Jason Sherr is listed as Managing Partner at StrateFi Wealth Management at StrateFi Wealth Management.
Jason Sherr is based in Orange County, California, United States while working with StrateFi Wealth Management.
Jason Sherr has worked for Stratefi Wealth Management, Wells Fargo Advisors, and Morgan Stanley.
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Jason Sherr holds Ba, Architecture from University Of California, Berkeley.
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