Veripax Financial Management, LLC

Veripax Financial Management, LLC (CRD# 139663) is a financial advisory firm headquartered in Folsom, CA. They manage $73,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $561,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Veripax Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerry Verseput
CRD#: 5107727
101 Parkshore Dr., Ste 100, Folsom, CA 95630
103
Wealthminder
score

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.

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