JD
Jason D. Derosa
VERTIS WEALTH
BONITA SPRINGS, FL 34135
Some features on this profile are disabled
CRD#: 6163158
JD
Professional summary
Jason David Derosa, CFP® is a registered financial advisor currently at VERTIS WEALTH, LLC located in Bonita Springs, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE AGENT - 8/2006 TO PRESENT. INVESTMENT RELATED. 13450 PARKER COMMONS BLVD., SUITE 101, FORT MYERS, FL 33912. APPROX 160 HRS/MONTH; DURING TRADING HOURS; INSURANCE SALES AND SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Jason David Derosa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
July 17, 2020 - Present
VERTIS WEALTH, LLC
Office #1: 9990 Coconut Road Ste. 370, Bonita Springs, FL 34135RIA
CRD#: 307270
BONITA SPRINGS, FL
Past
February 18, 2020 - March 31, 2021
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Fort Myers, FL
Past
November 18, 2016 - May 8, 2020
GRACE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 169813
FORT MYERS, FL
Past
May 13, 2015 - October 4, 2016
MORGAN STANLEY
RIA
CRD#: 149777
MARCO ISLAND, FL
Past
April 27, 2015 - October 4, 2016
MORGAN STANLEY
BD
CRD#: 149777
MARCO ISLAND, FL
Past
June 3, 2013 - October 2, 2014
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
MARCO ISLAND, FL
Past
April 9, 2013 - October 2, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
MARCO ISLAND, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(7/3/2023)
IAR
Arkansas(4/8/2021)
IAR
Florida(10/28/2020)
IAR
Georgia(10/16/2023)
IAR
Illinois(8/31/2020)
IAR
Indiana(3/17/2021)
IAR
Michigan(7/17/2020)
IAR
New Jersey(1/9/2023)
IAR
Pennsylvania(7/25/2022)
IAR
Tennessee(7/5/2023)
IAR
Texas(10/31/2020)
IAR
Washington(1/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
107 W. Michigan Ave. Unit 3, Kalamazoo, MI 49007
Mailing Address
Phone number
(774) 874-3686
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,850 |
| AUM (Assets Under Management) | $ 115,077,651 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
