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Caeleb Jack Trace

Verity Asset Management

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About Caeleb Jack Trace

Caeleb Jack Trace is an Investment Advisor Representative registered with Verity Asset Management. Caeleb has been a licensed insurance agent since August 2019. Caeleb has passed the Uniform Investment Adviser Law Examination and is licensed in California. Caeleb's professional experience includes roles at Clovis Community College, UCLA Call Center, and Teacher's Pension & Insurance Services. Verity Asset Management provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

Firm Information

Caeleb Trace is currently registered with Verity Asset Management. Verity Asset Management is an investment advisory firm based in Durham, NC. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Verity manages approximately $902.9 million in assets for over 8,000 clients.
Verity Asset Management

280 S MANGUM ST

DURHAM, NC 27701-3676

$902.90M

Assets Under Management

41

Total Clients

57

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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administrative services for advisors

Administrative services for advisors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caeleb Trace’s Registration & Firm History

CA

08/22/2024 - Present

Verity Asset Management (SANGER CA)

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Licenses & Designations

IA

Issued 04/24/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caeleb Jack Trace.
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