Andrew Jones
Verity Investment Partners · Beaufort, South Carolina
Andrew Jones is a fee-only financial advisor at Verity Investment Partners in Beaufort, South Carolina, who holds the CFP credential. Andrew focuses on retirement planning, physicians & residents and founders (pre-exit). Verity Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Founders
- Divorced individuals
Facts
| Firm | Verity Investment Partners |
|---|---|
| Based in | Beaufort, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.40B across 1,101 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, TX · CRD 5654590 |
| Exams passed | Series 65 (2009) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.verityvip.com |
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Questions about Andrew
Is Andrew Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Verity Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Verity Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Jones based?
Andrew Jones is based in Beaufort, South Carolina.
What does Andrew specialize in?
Andrew's specialties include retirement planning, physicians & residents and founders (pre-exit). Andrew works with retirees, pre-retirees, physicians, founders and divorced individuals.
What credentials does Andrew Jones hold?
Andrew Jones holds the CFP credential.
Is Andrew Jones registered with the SEC?
Yes. Andrew Jones is registered as an investment adviser representative in SC and TX (CRD 5654590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verity Investment Partners manage?
Verity Investment Partners reports $1.40B across 1,101 accounts in assets under management.
How do I contact Andrew Jones?
Through Andrew's website, www.verityvip.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Verity Investment Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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