Jason Visner

Jason Visner Email and Phone Number

Financial Advisor @ Western International Securities
pasadena, california, united states
Jason Visner's Location
Brookfield, Wisconsin, United States, United States
Jason Visner's Contact Details
About Jason Visner

Jason Visner is a Financial Advisor at Western International Securities. He possess expertise in financial planning, investment management, company retirement plan design, investments, small business and 4 more skills.

Jason Visner's Current Company Details
Western International Securities

Western International Securities

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Financial Advisor
pasadena, california, united states
Website:
joinwestern.com
Employees:
227
Jason Visner Work Experience Details
  • Western International Securities
    Registered Rep
    Western International Securities Aug 2018 - Present
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  • Brook Federal Advisors
    Federal Benefit Advisor
    Brook Federal Advisors Jul 2011 - Present
    As a federal benefit advisor, I can assist federal employees in navigating the complex federal benefit system and help them to make the most of their available options. We provide analysis and recommendations on FERS or CSRS annuities, survivor benefits, military/LEO service, FEHB, FEGLI, TSP, and social security. In addition, we also work to coordinate the federal benefits with other savings and benefit options into a comprehensive financial plan.
  • Brook Capital
    Financial Advisor
    Brook Capital Nov 2010 - Present
    As an independent advisory firm, Brook Capital has access to many different kinds of products and services, allowing us to serve each individual client in the way that best suits their individual needs. The investment process begins with an overall plan, which is then used as a basis for evaluating the potential options. We also utilize several unique strategies for risk mitigation in all types of markets. Formerly Ramiah Investment GroupSecurities offered through Western International Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Brook Capital, A Registered Investment Adviser. Western International Securities, Inc. and Brook Capital are not affiliated entities.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
  • Lakeside Development Company
    Construction Manager
    Lakeside Development Company Mar 2004 - Nov 2010
    Managed large construction projects from start to finish, including bidding, contractor selection, scheduling, client communication, quality assurance, and eventually closing. Started and ran an internal cabinetry division, including design, bidding, procurement, and installation. Oversaw the general functions of the production department, including regular status meetings, commercial building maintenance, and staff allocation.
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  • Design/Build By Visner
    Production Manager
    Design/Build By Visner Apr 2003 - Apr 2004
    Ran the production department of the design/build firm, including up to 40 employees. Performed job and work crew scheduling, material sourcing, subcontractor contracting, personnel evaluations, and started two new internal divisions.
  • Harley-Davidson Motor Company
    Manufacturing Engineer
    Harley-Davidson Motor Company May 2002 - Apr 2003
    Worked as a mechanical engineer in the Technical Excellence Program. Ran a Kaizen event for lean manufacturing in engine part production at Pilgrim Road, and later worked with German engineers from Porsche on the V-Rod engine in Kansas City.
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Jason Visner Skills

Financial Planning Investment Management Company Retirement Plan Design Investments Small Business Scheduling Construction Strategic Planning Federal Employee Benefit Analysis

Jason Visner Education Details

Frequently Asked Questions about Jason Visner

What company does Jason Visner work for?

Jason Visner works for Western International Securities

What is Jason Visner's role at the current company?

Jason Visner's current role is Financial Advisor.

What is Jason Visner's email address?

Jason Visner's email address is jv****@****tal.com

What is Jason Visner's direct phone number?

Jason Visner's direct phone number is +126238*****

What schools did Jason Visner attend?

Jason Visner attended University Of Notre Dame - Mendoza College Of Business, University Of Notre Dame, Big Foot.

What skills is Jason Visner known for?

Jason Visner has skills like Financial Planning, Investment Management, Company Retirement Plan Design, Investments, Small Business, Scheduling, Construction, Strategic Planning, Federal Employee Benefit Analysis.

Who are Jason Visner's colleagues?

Jason Visner's colleagues are Harrison Chang, Lorraine Dipaolo, David Anson, John R. Newhouse, Jim Bravos, Dennis Mehringer, Courtney Valek, Cfe, Cams.

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