Jason Derosa has been Advisory Supervisor of Vertis Wealth since April 2020, is not listed as a control person, but directly owns under 5% of the firm. Jason Derosa studied at the University of Florida.
Vertis Wealth, LLC is a Chicago, IL firm with $141M under management, 835 clients and 6 advisers across 7 offices, as of its March 2026 filing.
Jason DeRosa is Chief Portfolio Manager of Vertis Wealth. He has over 15 years of experience in financial services and has worked at SunTrust Wealth Management and Morgan Stanley.
Jason Derosa’s longest registration is the current one, 6 years at Vertis Wealth since 2020. Before joining Vertis Wealth in 2020, Jason Derosa was registered through Ae Wealth Management, LLC and Grace Capital Management, LLC.
- Vertis Wealth, LLCCurrent– present · 6 yearsBonita Springs, FL · Adviser representative · Firm CRD 307270
- Ae Wealth Management, LLC– · 1 yearFort Myers, FL · Adviser representative · Firm CRD 282580
- Grace Capital Management, LLC– · 3 yearsFort Myers, FL · Adviser representative · Firm CRD 169813
- Morgan Stanley– · 1 yearMarco Island, FL · Adviser representative · Firm CRD 149777
- Suntrust Investment Services, Inc.– · 1 yearMarco Island, FL · Adviser representative · Firm CRD 17499
Professional designations
Listed by Vertis Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jason Derosa is registered as an investment adviser representative in 12 states. The first approvals date from July 2020; the most recent is Georgia, in October 2023.
- AlabamaSince 3 July 2023
- ArkansasSince 8 April 2021
- FloridaSince 28 October 2020
- GeorgiaSince 16 October 2023
- IllinoisSince 31 August 2020
- IndianaSince 17 March 2021
- MichiganSince 17 July 2020
- New JerseySince 9 January 2023
- PennsylvaniaSince 25 July 2022
- TennesseeSince 5 July 2023
- TexasSince 31 October 2020
- WashingtonSince 19 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 May 2015 |
| Series 7 | General Securities Representative Examination | 27 April 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 May 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason David Derosa
- CRD
- 6163158
- Firm
- Vertis Wealth · CRD 307270
- Role
- Advisory Supervisor
- Office
- 9990 COCONUT ROAD, OFFICE #260, Bonita Springs, FL 34135
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vertiswealth.com
Where does Jason Derosa work?
Jason Derosa has been Advisory Supervisor of Vertis Wealth, LLC since April 2020.
Is Jason Derosa a financial advisor?
Yes. Jason Derosa has a current investment-adviser registration in Alabama, Arkansas, Florida, Georgia, Illinois, Indiana, Michigan, New Jersey, Pennsylvania, Tennessee, Texas and Washington, through Vertis Wealth since July 2020.
How many years of experience does Jason Derosa have?
Jason Derosa has 12 years in the financial industry, since February 2014, across 5 adviser firms.
What exams has Jason Derosa passed?
Jason Derosa has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in April 2013. FINRA credited Jason Derosa with the SIE, which began in October 2018.
Where did Jason Derosa work before Vertis Wealth?
Before Vertis Wealth, Jason Derosa was registered through Grace Capital Management, LLC, November 2016 to May 2020; Morgan Stanley, May 2015 to October 2016; Suntrust Investment Services, Inc., June 2013 to October 2014.
Where is Jason Derosa based?
Jason Derosa’s registered office is in Bonita Springs, FL.
Is Jason Derosa registered with FINRA?
No. Jason Derosa has no current broker registration.
Is Jason Derosa a CFP?
Vertis Wealth lists Jason Derosa with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Derosa’s record?
Search CRD 6163158 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Derosa’s full registration record.
