JH
JH

Jason William Hersch

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K2.10%
$750K - $2.0M1.60%
$2M+1.10%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 1 yr 4 mos
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
Exams
No exam information available for this advisor.
Jason William Hersch - Financial Advisor | TrueAdvisor