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Jonathan George Verity

VERITY AND VERITY, LLC·BEAUFORT, South Carolina
Unclaimed Profile
2015 BOUNDARY STREET, BEAUFORT, SC 29902CRD# 3012594Firm CRD# 119630
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
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
No disclosures on file
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 in BEAUFORT
William Wymond Verity — VERITY AND VERITY, LLCDavid Ross Ryder — VERITY AND VERITY, LLCPaula Murray Verity — VERITY AND VERITY, LLCMichael Wayne Nix — VERITY AND VERITY, LLCJoseph J Costigan — APRICUS WEALTH LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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