Jonathan Verity, financial advisor Beaufort SC
93 score

Jonathan Verity

CRD Number: 3012594
Current Firm: Verity Investment Partners

Jonathan Verity (CRD# 3012594) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Veritas Asset Management, LLC Beaufort, SC Oct 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Jonathan G. Verity
Phone Number: 843-379-6661
Firm Website: http://www.verityvip.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $810,487
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, IL, OH, PA, SC, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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