Jason Tani

Since April of 1997, Jason J. Tani began managing the investment portfolios and retirement accounts for hard working families, business owners and motivated professionals throughout Southern California. Born and raised in the friendly and family-oriented city of Cerritos, Jason quickly learned the value of a hard-earned dollar. Jason watched his father wake up every morning at 5 AM and return home from work a few minutes before 6 PM working 6 days a week for over 30 years. Jason's father stayed loyal, committed and dedicated to his profession and company for over three decades. Jason's father handled every customer question with respect and care while working for Plowboy's Market in Carson. The goals and objectives for Jason and his father are very similar even though they worked in completely different professions. Always listen to the clients and address their questions and issues immediately with honesty, integrity and excellence. They were always committed to assisting, guiding and advising anyone who needed their expertise and knowledge. Jason's goal and purpose has always stayed the same since 1997, to provide personalized service that is specifically tailored to his clients' needs, goals and objectives while always providing the highest level of service, integrity, honesty and excellence in portfolio management. Jason J. Tani established his wealth and investment management firm, Pure Wealth Management, Inc. (PWM), on his father's birthday as a tribute and expression of gratitude for mentoring him for over 30 years. On August 9, 2010, Pure Wealth Management began managing the investment assets and retirement savings of hard-working families, business owners and motivated professionals as an independent registered investment adviser. PWM is fully registered by the State of California Securities Regulators to perform asset management and provide financial advice. As an independent registered investment adviser, PWM is legally obligated to act as a fiduciary in dealings with their clients. As a registered investment adviser, PWM must hold the client’s interest above its own in all matters, and conflicts of interest should be avoided at all costs. PWM puts the fiduciary responsibility for every client in writing.

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  University of California, Irvine