Jason Hersch

Jason Hersch Email and Phone Number

Investment Advisor Representative @ Amerity Wealth Management, LLC
Tampa, FL, US
Jason Hersch's Location
Greater Tampa Bay Area, United States, United States
Jason Hersch's Contact Details

Jason Hersch personal email

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.

Jason Hersch's Current Company Details
Amerity Wealth Management, LLC

Amerity Wealth Management, Llc

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Investment Advisor Representative
Tampa, FL, US
Website:
ameritywm.com
Employees:
9
Jason Hersch Work Experience Details
  • Amerity Wealth Management, Llc
    Investment Advisor Representative
    Amerity Wealth Management, Llc
    Tampa, Fl, Us
    View
  • Blacktower Financial Management Group
    Investment Advisor Representative
    Blacktower Financial Management Group Aug 2023 - Present
    International, Oo
    View
  • Apollon Wealth Management, Llc
    Wealth Management Advisor
    Apollon Wealth Management, Llc Jan 2020 - Jul 2023
    Mount Pleasant, South Carolina, Us
    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.
    View
  • Northwestern Mutual
    Financial Advisor - Attorney
    Northwestern Mutual Mar 2011 - Dec 2019
    Milwaukee, Wi, Us
    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.
    View
  • Northwestern Mutual
    Financial Advisor - Attorney
    Northwestern Mutual Apr 2008 - Mar 2011
    Milwaukee, Wi, Us
    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.
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  • Law Offices Of Reginald Estell, Jr., P.A.
    Legal Intern
    Law Offices Of Reginald Estell, Jr., P.A. Jan 2007 - Dec 2007
    • 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.

Jason Hersch Skills

Financial Analysis Retirement Analysis Insurance Finance Investments Disability Insurance Strategic Financial Planning Life Insurance Financial Planning Estate Planning Mutual Funds Tax Customer Service Retirement Planning Management Leadership Portfolio Management Project Planning Asset Management Health Insurance Securities Wealth Management Series 7 Long Term Care Investment Advisory Credit Fixed Annuities Employee Benefits Financial Advisory Strategic Planning Public Speaking Microsoft Office Mortgage Lending Financial Modeling Process Implementation Budget Review Project Management Strategic Planning And Analysis Microsoft Office Suite Microsoft Excel Research Healthcare Powerpoint Training Sales Team Building Process Improvement Team Leadership

Jason Hersch Education Details

  • Florida Coastal School Of Law
    Florida Coastal School Of Law
    Juris Doctorate (Jd)
  • Mcgill University
    Mcgill University
    Islamic Studies - Jurisprudence
  • University Of Florida
    University Of Florida
    Religious Studies

Frequently Asked Questions about Jason Hersch

What company does Jason Hersch work for?

Jason Hersch works for Amerity Wealth Management, Llc

What is Jason Hersch's role at the current company?

Jason Hersch's current role is Investment Advisor Representative.

What is Jason Hersch's email address?

Jason Hersch's email address is ja****@****ail.com

What schools did Jason Hersch attend?

Jason Hersch attended Florida Coastal School Of Law, Mcgill University, University Of Florida.

What are some of Jason Hersch's interests?

Jason Hersch has interest in Children, Cooking, Sec Football, Economic Empowerment, Politics, Environment, Education, Science And Technology, Books, Automobiles.

What skills is Jason Hersch known for?

Jason Hersch has skills like Financial Analysis, Retirement, Analysis, Insurance, Finance, Investments, Disability Insurance, Strategic Financial Planning, Life Insurance, Financial Planning, Estate Planning, Mutual Funds.

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