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Jonathan George Verity

VERITY AND VERITY, LLC·BEAUFORT, South Carolina
Clean recordVERITY AND VERITY, LLC
2015 BOUNDARY STREET, BEAUFORT, SC 29902CRD# 3012594Firm CRD# 119630

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan George Verity · BEAUFORT, SC
Registration
CRD #3012594 · VERITY AND VERITY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan George Verity is a registered financial advisor based in BEAUFORT, South Carolina, affiliated with VERITY AND VERITY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VERITY AND VERITY, LLC
VERITY INVESTMENT PARTNERS
AUM
$939M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at VERITY AND VERITY, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3012594
Firm CRD# 119630
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan George Verity offer?
Jonathan George Verity specializes in Financial Planning, Investment Management. Contact their office in BEAUFORT, South Carolina for a consultation.
What are Jonathan George Verity's credentials?
Jonathan George Verity is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan George Verity located?
Jonathan George Verity is based in BEAUFORT, South Carolina, working with VERITY AND VERITY, LLC. Their office serves clients in the BEAUFORT metropolitan area and surrounding communities.
How does Jonathan George Verity charge for services?
Jonathan George Verity's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERITY AND VERITY, LLC?
VERITY AND VERITY, LLC has approximately 13 employees and manages $939M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERITY AND VERITY, LLC

Paula Murray Verity
BEAUFORT, SC
David Ross Ryder
BEAUFORT, SC
Michael Wayne Nix
BEAUFORT, SC
William Wymond Verity
BEAUFORT, SC

More Advisors in BEAUFORT, South Carolina

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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