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Jason William Hersch

Amerity Wealth Management, LLC

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About Jason William Hersch

Jason Hersch is a financial advisor with Amerity Wealth Management, LLC. Jason is a registered Investment Advisor Representative in Florida. Jason has been in the financial services industry for over 14 years. Prior to joining Amerity, Jason worked at Northwestern Mutual Investment Services, LLC, Apollon Wealth Management, LLC and Blacktower Financial Management US LLC. Jason has a Series 6, Series 63, and Series 65 license. Jason specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Jason Hersch is currently registered with Amerity Wealth Management, LLC. Amerity Wealth Management, LLC is a registered investment adviser located in Lakeland, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm manages approximately $141 million in assets for 496 clients. Amerity Wealth Management, LLC also offers selection of other advisers as an advisory service. The firm has 10 licensed agents, 12 investment adviser representatives, and 14 investment advisory functions.
Amerity Wealth Management, LLC

4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5

LAKELAND, FL 33813

$141.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Hersch’s Registration & Firm History

FL

10/10/2024 - Present

Amerity Wealth Management, LLC (Tampa FL)

FL

05/28/2010 - 12/31/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 10/29/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason William Hersch.
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