Jerry Verseput
CRD Number: 5107727Current Firm: Veripax Wealth Management, Inc.
Compensation Model: Fee Only
Jerry Verseput (CRD# 5107727) is President and Principal Advisor working at Veripax Financial Management, LLC in Folsom, CA and has over 10 years of experience in the finance industry. Mr. Verseput is a former engineering manager in the computer industry (Intel Corp), and approaches financial planning and investment management from both a practical and analytical standpoint. Mr. Verseput has been widely quoted in a number of publications, including the Wall Street Journal, NY Times, and many financial magazines.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veripax Wealth Management, LLC | Folsom, CA | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
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Total Assets Under Management290MILLIONS
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Total Number of Accounts1,116ACCOUNTS
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Average Account Value$259,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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