Best Investors Account Sign in
Inactive

Andrew Kevin Jones

Verity Investment Partners

Beaufort, SC

CRD 5654590

Claim This Profile
Employer firm

Verity Investment Partners CRD 119630

$1.40B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • SUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS

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

Current Employers
Verity Investment Partners

2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-01-13
TX RA APPROVED 2021-01-13
  • SC RA
    APPROVED
    Since 2021-01-13
  • TX RA
    APPROVED
    Since 2021-01-13

Branch Locations

2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Verity And Verity, Llc Dba Verity Investment Partners Beaufort SC 05/2013 Present
  • 05/2013 → Present
    Verity And Verity, Llc Dba Verity Investment Partners
    Beaufort, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-15
  • S65 Uniform Investment Adviser Law Examination
    2009-05-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
INDIVISIBLE PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JOHN SOUTHALL SUMNER
HARRIET CARSON BRUCE
WILLIAM CHARLES TUMLIN

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · BEAUFORT, SC
INDIVISIBLE PARTNERS · Beaufort, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEAUFORT, SC

More in Beaufort, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor