AdvisorOS Directory
Claim Profile
Unclaimed Profile
JV

Jonathan George Verity

VERITY AND VERITY, LLC·BEAUFORT, South Carolina
Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredVERITY 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

VERITY INVESTMENT PARTNERS
Jan 2021 – present
VERITY INVESTMENT PARTNERS
Oct 2005 – Dec 2020
BEAUFORT, SC
BANC ONE SECURITIES CORPORATION
Apr 2002 – Aug 2005
ZUAUSTON, IL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 11, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERITY AND VERITY, LLC
CRD 119630 · SEC 801-63829
AUM
$939M
Regulatory assets under management
Employees
13
830 client accounts
Services offered by VERITY AND VERITY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERITY AND VERITY, LLC →
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEAUFORT?

Browse all registered financial advisors in BEAUFORT, South Carolina or claim this profile if it's yours.

Browse BEAUFORT AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VERITY AND VERITY, LLC

Paula Murray Verity
BEAUFORT, SC
William Wymond Verity
BEAUFORT, SC
Michael Wayne Nix
BEAUFORT, SC

More Advisors in BEAUFORT, South Carolina

Joseph J Costigan
APRICUS WEALTH LLC·BEAUFORT, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile