Jonathan Verity
Verity Investment Partners · Beaufort, South Carolina
Jonathan Verity is a fee-only financial advisor at Verity Investment Partners in Beaufort, South Carolina. Jonathan 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 |
| SEC registration | Investment adviser representative in IL, PA, SC · CRD 3012594 |
| Exams passed | Series 63 (1998) · Series 65 (2002) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.verityvip.com |
| Profile |
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Questions about Jonathan
Is Jonathan Verity a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Verity Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Verity based?
Jonathan Verity is based in Beaufort, South Carolina.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, physicians & residents and founders (pre-exit). Jonathan works with retirees, pre-retirees, physicians, founders and divorced individuals.
Is Jonathan Verity registered with the SEC?
Yes. Jonathan Verity is registered as an investment adviser representative in IL, PA and SC (CRD 3012594), 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 Jonathan Verity?
Through Jonathan'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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