Jason Sherr in

Jason Sherr

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Managing Partner at StrateFi Wealth Management
📍 Orange County, California, United States

Jason Sherr is the Managing Partner at StrateFi Wealth Management, bringing experience in the securities industry that dates back to 1992. A graduate of UC Berkeley with a focus on finance and economics, he holds numerous registrations and prioritizes building detailed investment plans tailored to individual client goals.

Outside of his professional life, Jason enjoys the Reno/Tahoe lifestyle. His interests include skiing and golfing. He also values spending quality time with his wife and their two sons.

With over three decades of experience, Jason has been advising clients in the securities industry since 1992.

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Experience
28 Years
Current Role
Managing Partner
Location
Orange County, California, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Custom Investment Plans
His core philosophy is to first construct a detailed investment plan that outlines a client's specific goals and objectives before recommending investments.
Financial Goal Setting
He focuses on guiding clients through the financial terrain specific to them to help them work towards financial independence.
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Career

Work history

8-2021
Managing Partner
StrateFi Wealth Management
9-2010 - 8-2021
Financial Advisor, Senior Vice President-Investments
Wells Fargo Advisors
10-1997 - 9-2010
First Vice President-Investments
Morgan Stanley
In the press

Media appearances

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Education
1988 - 1992
BA
University of California, Berkeley
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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