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Inactive

Jason Charles Rothman

Cerity Partners LLC

Boston, MA

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-19
  • MA RA
    APPROVED
    Since 2026-05-19

Branch Locations

53 State Street 39Th Floor, Boston, MA 02109 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
La Marea Ristorante Old Saybrook CT 12/2016 12/2017
Iron House Fitness Old Saybrook CT 06/2017 09/2017
Old Saybrook Parks & Recreation Old Saybrook CT 06/2017 08/2019
Al Forno Ristorante Old Saybrook CT 06/2018 09/2018
Next Wave Marketing Old Saybrook CT 12/2020 11/2021
Harbor One Marina Old Saybrook CT 05/2020 08/2022
Lpl Financial Old Saybrook CT 06/2021 04/2025
Bryant University Smithfield RI 09/2019 05/2023
Old Saybrook High School Old Saybrook RI 09/2016 06/2019
Focus Partners Wealth, Llc Boston MA 04/2025 04/2026
Cerity Partners Llc New York NY 04/2026 Present
  • 12/2016 → 12/2017
    La Marea Ristorante
    Old Saybrook, CT
  • 06/2017 → 09/2017
    Iron House Fitness
    Old Saybrook, CT
  • 06/2017 → 08/2019
    Old Saybrook Parks & Recreation
    Old Saybrook, CT
  • 06/2018 → 09/2018
    Al Forno Ristorante
    Old Saybrook, CT
  • 12/2020 → 11/2021
    Next Wave Marketing
    Old Saybrook, CT
  • 05/2020 → 08/2022
    Harbor One Marina
    Old Saybrook, CT
  • 06/2021 → 04/2025
    Lpl Financial
    Old Saybrook, CT
  • 09/2019 → 05/2023
    Bryant University
    Smithfield, RI
  • 09/2016 → 06/2019
    Old Saybrook High School
    Old Saybrook, RI
  • 04/2025 → 04/2026
    Focus Partners Wealth, Llc
    Boston, MA
  • 04/2026 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-02
  • S65 Uniform Investment Adviser Law Examination
    2025-12-02

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
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