JCM STRATEGIC WEALTH PARTNERS LLC
Legal name: WERNER FINANCIAL
CRD #315220 SEC #801-132269 INDIANAPOLIS, IN 317-735-9202
SEC Registered
Total AUM
$102.7M
Discretionary
$102.1M
Employees
3
Clients
251
Accounts
1,104
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WERNER, JASON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| WERNER, JASON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| WERNER, JASON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| WERNER, JASON, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Oct 27, 2025 REGISTERED
Notice Filings (4)
FL IN NH TX
Address
4022 E SOUTHPORT ROADINDIANAPOLIS, IN 46237
United States
Phone: 317-735-9202