Behavior Matters

Why write a book on your approach to investing and planning? After almost 20 years since I began in the financial services industry, I thought it would be helpful to current and prospective clients to lay out my philosophy. I also think it would be helpful to have a quick reference guide to the items i feel are most important. I am hopeful that this book will be a good educational resource for you. The book is structured as a series of articles and will be updated over time as I continue to learn more.

Jason Sherr is a Senior Vice President-Investment Officer at Wells Fargo Advisors' Irvine office. Prior to Wells Fargo Advisors, Jason worked in Smith Barney's Irvine office. He works closely with physicians, attorneys, engineers and business owners, assisting them in retirement and wealth management. Jason graduated from the University of California at Berkeley where he studied business, finance, and economics. His experience in the securities industry dates back to 1992. Jason holds many professional registrations. These registrations give him the ability to recommend many types of investments based on each client's individual situation. He feels strongly about constructing an investment plan first, which details each client's individual goals and objectives. Jason can help the client decide on the appropriate investments for a personalized plan. He is an active member of his community and coached baseball for many years at Corona Del Mar High School. Jason is also chair of the Witte Lectures and Making Memories for Children programs at the Newport Beach Public Library. When not in the office, he enjoys sports, reading, and spending time with friends. Born in Southern California, Jason now makes his home in Newport Beach with his wife, Donna, and their daughter, Savannah. Wells Fargo Advisors LLC