PROFESSIONAL PROFILE

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

Jason offers 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. He incorporates 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.

Jason implements many different types of investment vehicles/products such as mutual funds, equities/stocks, bonds (municipal, corporate, government, etc.), professional 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 his clients.

Jason uses a disciplined, time-tested wealth management process called Total Merrill to establish his clients’ objectives, set an appropriate strategy, implement customized solutions, and frequently review his clients’ progress toward specific financial goals. With Total Merrill, he offers smarter advice by bringing together such different services as mortgages, banking, retirement and investments. He offers 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, he can build the strategy that’s right for you. I invite you to contact Jason to schedule an initial introduction meeting.

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 31 (Futures Managed Funds)
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
Canyon Hills Community Association - Board of Directors member
The Community Foundation Professional Advisor Council
Japanese American Citizens League
Japanese Chamber of Commerce of Southern California
Inland Empire Asian Business Association - Co-Founder, Board of Directors member & Vice-President