Jason Paul Gollhofer

Employer firm

Verity Asset Management CRD 158667

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 01/2018
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 05/2026 → Present
  Verity Asset Management
  Durham, NC
• 06/2016 → Present
  Teacher'S Pension And Insurance Services
  Oakdale, CA

Previous Registrations

• 2018-05-22 → 2018-09-28
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Greeley, CO
  Palm Beach Gardens, FL

Other Businesses

1) Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 06/2016; 160 hours per month; 120 during market hours; Sell insurance and annuity products. 2) National Life Insurance Company, Inc. DBA National Life Group; Not investment-related; Greeley, CO; Insurance agency; Agent; Insurance agent; 08/2010; 160 hours per month; 120 during market hours; Sell insurance and annuity products. 3) Pension Services of Colorado, LLC. dba Teacher's Pension of Colorado; Not investment-related; Greeley, CO; Retirement planning; Sole proprietor; Contractor; 01/2025; 160 hours per month; 120 during market hours; Retirement planning, insurance consulting, and client education. 4) Colorado Rush Soccer Club; Not investment-related; Greeley, CO; Youth organization; Contractor; Soccer coach; 05/2020; 14 hours per month; 0 during market hours; Coaching youth soccer. 5) Colorado Soccer Association; Not investment-related; Greeley, CO; Sports officiating; Contractor; Referee; 04/2018; 6 hours per month; 0 during market hours; Officiating amateur soccer matches.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-27
• S63 Uniform Securities Agent State Law Examination
  2012-05-22

Other Names

• Jason Gollhofer