PROFESSIONAL PROFILE

Jason J. Tani & Associates, a wealth management and investment services group, provides personalized financial advice that can help you manage the complex financial issues associated with substantial wealth. The wealth management and investment services group develops strategies to preserve wealth, meet specific cash-flow goals and manages the risks associated with all levels of investing.

We offer highly personalized wealth management services for each affluent and high-net-worth client with advice and solutions developed in coordination with a team of planning specialists and investment professionals. We incorporate a team of planning specialists and investment professionals in areas such as retirement plans, credit and lending, concentrated stock management and estate planning for extremely complex financial situations.

The wealth management and investment services group implements many different types of investments such as mutual funds, equities/stocks, bonds (municipal, corporate, government, etc.), institutional money managers, exchange-traded funds (ETFs), annuities (variable and fixed), life insurance, hedge funds, managed futures, private placements, cash management vehicles (institutional money markets, commercial paper, etc.), structured investments, and options to reach the goals and objectives of our clients.

We use a disciplined, time-tested wealth management process called Total Merrill to establish our clients' objectives, set an appropriate strategy, implement customized solutions, and frequently review our clients' progress toward specific financial goals. With Total Merrill, we offer smarter advice by bringing together such different services as mortgages, banking, retirement and investments. We offer a different approach to financial advice that goes beyond investments and looks at every piece of your financial life. And with your specific goals in sight, we can build the strategy that's right for you. I invite you to consider the benefits of Jason J. Tani & Associates and Total Merrill.

Jason J. Tani
Asst. Vice President
Financial Advisor


Professional Licenses/Designations:
Series 7 (General Securities Representative)
Series 9 (General Securities Sales Supervisor-Regulation of Options)
Series 10 (General Securities Sales Supervisor)
Series 63 (State Securities License)
Series 65 (Registered Investment Advisor)
California Life and Disability Insurance Licenses

Education and Training:
University of California, Riverside
B.A., Pre-Law Political Science

University of California, Irvine
Personal Financial Planning & Investment certification
Courses include Advanced Stock Investment, Financial Planning: Methods & Principals, Retirement Planning/Employee Benefits, Estate Planning and Insurance Risk Management

Associations/Organizations/Affiliations:
University of California, Riverside Alumni Assoc.
Riverside Estate Planning Council
Temecula Valley Chamber of Commerce
Lake Elsinore Valley Chamber of Commerce
Canyon Lake Chamber of Commerce
Murrieta Chamber of Commerce
The Community Foundation Professional Advisor Council
Merrill Lynch Asian Pacific Professional Network
Merrill Lynch Desert/Inland Empire Diversity Council
Japanese American Citizens League
Japanese Chamber of Commerce of Southern California