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JH
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Jason Hersch

Amerity Wealth Management, LLC
15 Years of Experience
Tampa, FL
Sells Insurance
View SEC Summary
View SEC Summary

Jason Hersch is a registered investment advisor at Amerity Wealth Management, LLC, based in Tampa, FL, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 750 clients with $340M in assets under management.

Amerity Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
750 clients
Average Client Portfolio
$452K average
Assets Under Management
$338.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.10%
$750K - $2.0M1.60%
$2M+1.10%

Rates reflect maximum total annual advisory fees for advisor-directed accounts, including Amerity Wealth's fee and platform fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

410 S. Ware Boulevard, Suite 837, Tampa, FL, 33619

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is an independent insurance agent and also works as a driver for Uber. Driving for Uber takes a few hours per week.

Employment History
Current Registrations
Amerity Wealth Management, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Blacktower Financial Management (US) LLC
August 2023 - October 2024 · 1 yr 2 mos
Apollon Wealth Management, LLC
November 2020 - July 2023 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
May 2010 - December 2019 · 9 yrs 7 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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