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About
Jon Verity is a partner at Verity Investment Partners in Beaufort, South Carolina, where he has played a key role since 2006. He brings over 45 years of experience in the investment and financial services industry, focusing on serving high net worth individuals and families.
At Verity Investment Partners, Jon specializes in creating dependable and growing income streams for clients, with a particular emphasis on income-producing equities and strategies tailored to long-term portfolio growth and financial stability. He is involved in developing investment approaches that balance income generation with capital preservation, targeting asset classes that support clients' evolving financial needs.
Jon holds a Bachelor's degree in International Business from the American Institute for Foreign Trade (Thunderbird) and a degree from the University of Virginia. His extensive background and expertise have positioned him as a trusted advisor in the wealth management sector, contributing significantly to the firm's holistic and client-focused investment philosophy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Verity Investment Partners | partner | Aug 2005 to Present | Manage money for Individuals and Foundations using dividend growth model |
Education
American institute fro foreign trade(thunderbird)
Bachelor's degree, International Business
1965 — 1966
University of Virginia
1961 — 1965
Skills & Expertise
Others at Verity & Verity, LLC (4)
| Name | Role | Location |
|---|---|---|
| Managing Partner | San Antonio, TX , United States | |
| Sr. Portfolio Manager | Bluffton, SC , United States | |
| CPM and Trader | Bluffton, SC , United States | |
M Michael Nix | President and Chief Investment Officer | Beaufort, SC , United States |
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