Jason Charles Rothman

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2025-12-10 → 2026-04-23
  Focus Partners Wealth, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-02