Jason Derosa
Advisor at Vertis Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vertis Wealth, LLC
Location
Bonita Springs, FL 34135
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
About
Jason Derosa is a CFP® professional with 12 years of industry experience, currently serving at Vertis Wealth, LLC. His prior work includes roles at Grace Capital Management, Morgan Stanley, and AEWealth Management. He is also licensed as an insurance agent, a role he has held since 2006. Vertis Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, delivering both discretionary asset management and non-discretionary financial consulting.
Client services
Based on Vertis Wealth, LLC
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on Vertis Wealth, LLC
Options & derivatives strategies
Active portfolio management
Wealth management
Fee options
$0 - $2,000,000: 0.95% annually for asset management services $2,000,001 - $4,000,000: 0.85% annually $4,000,001 - $6,000,000: 0.75% annually $6,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.50% annually
Separate commission-based compensation for insurance products sold by investment adviser representatives acting as insurance agents
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual fee of $3,000 for asset management or assets under advisement services
Location
9990 Coconut Road, Office #260
Bonita Springs, FL 34135
Most active in
Jason D has reported serving >5 clients in these states in the last 12 months.
Alabama · Arkansas · Florida · Georgia · Illinois · Indiana · Michigan · New Jersey · Pennsylvania · Tennessee · Texas · Washington
Work history
Vertis Wealth, LLC (f/k/a Trifound Advisory LLC)
2020 - Present (6 years)
Trifound Advisory LLC
2020 - 2023 (3 years)
AEWealth Management
2020 - 2021 (1 year)
Grace Capital Management, LLC
2016 - 2020 (4 years)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 66
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Series 66
Fort Myers, FL
CPK Wealth Management LLC
Dennis B
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River Tree Capital Management
Jamie B
Series 66
Naples, FL
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Robert F
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Naples, FL
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