AeroLeads people directory · profile
Jason Hersch Email & Phone Number
Investment Advisor Representative
at
Amerity Wealth Management, LLC
1 work email found
@northwesternmutual.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor Representative
Location
Greater Tampa Bay Area, United States
Company size
Who is Jason Hersch? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jason Hersch is listed as Investment Advisor Representative at Amerity Wealth Management, LLC, a with 9 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for Jason Hersch.
Jason Hersch previously worked as Investment Advisor Representative at Blacktower Financial Management Group and Wealth Management Advisor at Apollon Wealth Management, Llc. Jason Hersch holds Juris Doctorate (Jd) from Florida Coastal School Of Law.
Company email context
Email format at Amerity Wealth Management, LLC
This section adds company-level context without repeating Jason Hersch's masked contact details.
{first}{last}@northwesternmutual.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jason Hersch. Compare company email patterns before reaching out.
Profile bio
About Jason Hersch
FINRA 6, 63, and 65 securities licensed attorney. Merges wealth management and investment advisement expertise to provide financial planning to high-net-worth clients. Fiduciary-focused financial services professional with proven background building and growing client portfolios. Delivers client investment goals by leveraging expert knowledge in equity and fixed income markets and alternative investments to include Hedge Funds, Private Equity, and Real Estate.
Listed skills include Financial Analysis, Retirement, Analysis, Insurance, and 45 others.
Current workplace
Jason Hersch's current company
Company context helps verify the profile and gives searchers a useful next step.
Amerity Wealth Management, Llc
6 roles
Jason Hersch work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
Current
Aug 2023 - Present
Wealth Management Advisor
Orchestrates financial services to support Book of Business growth with a concentration on fiduciary responsibilities. Analyzes investment and capital markets to develop strategies for client financial planning, investment management, estate trust review, and asset allocation. Enhances client experience by ensuring holistic goals-based planning approach aligns with client vision.
Jan 2020 - Jul 2023
Financial Advisor - Attorney
Masterminded retirement planning and investment management solutions while ensuring compliance with substantial regulatory guidelines. Optimized high net worth client portfolios by minimizing risk and maximizing performance of client trading, equities, fixed income, and alternative investments. Established relationships in new territories to increase market presence and elevate client acquisition capabilities.
Mar 2011 - Dec 2019
Financial Advisor - Attorney
Conducted cold calling, followed leads, and prospected to drive business development opportunities in new market. Intuitively targeted healthcare industry acquiring specialized medical and dental professionals as high net worth clients. Recommended products and services within disability, life, and long-term care. Collaborated to assess risk analytics, structure asset allocation, and deliver financial planning strategies.
Apr 2008 - Mar 2011
Legal Intern
Law Offices Of Reginald Estell, Jr., P.A.
• Prepared legal documents to include responses, motions, and replies focused on criminal, family, personal injury, and property/real estate law.• Researched/drafted personal injury claims/documentation leading to 7-figure settlements.
Jan 2007 - Dec 2007
3 education records
Jason Hersch education
Juris Doctorate (Jd)
Florida Coastal School Of Law
Master Of Arts (Ma), Islamic Studies - Jurisprudence
Mcgill University
Bachelor Of Arts (Ba), Religious Studies
University Of Florida
FAQ
Frequently asked questions about Jason Hersch
Quick answers generated from the profile data available on this page.
What company does Jason Hersch work for?
Jason Hersch works for Amerity Wealth Management, LLC.
What is Jason Hersch's role at Amerity Wealth Management, LLC?
Jason Hersch is listed as Investment Advisor Representative at Amerity Wealth Management, LLC.
What is Jason Hersch's email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Jason Hersch at Amerity Wealth Management, LLC.
Where is Jason Hersch based?
Jason Hersch is based in Greater Tampa Bay Area, United States while working with Amerity Wealth Management, LLC.
What companies has Jason Hersch worked for?
Jason Hersch has worked for Amerity Wealth Management, Llc, Blacktower Financial Management Group, Apollon Wealth Management, Llc, Northwestern Mutual, and Law Offices Of Reginald Estell, Jr., P.A..
How can I contact Jason Hersch?
You can use AeroLeads to view verified contact signals for Jason Hersch at Amerity Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jason Hersch attend?
Jason Hersch holds Juris Doctorate (Jd) from Florida Coastal School Of Law.
What skills is Jason Hersch known for?
Jason Hersch is listed with skills including Financial Analysis, Retirement, Analysis, Insurance, Finance, Investments, Disability Insurance, and Strategic Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial