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James Wesley Verity

RWA Wealth Partners

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About James Wesley Verity

James Wesley Verity is an Investment Adviser Representative associated with RWA Wealth Partners, located in Newton, Massachusetts. James Wesley Verity has been in the industry since 1992 and has a Series 63, Series 65, and Series 7 license. James Wesley Verity has previously been associated with firms including E*TRADE SECURITIES LLC, KOBREN INSIGHT BROKERAGE, INC, CHARLES SCHWAB & CO., INC., and OLDE DISCOUNT CORPORATION.

Firm Information

James Verity is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

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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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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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

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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percentage of assets

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

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other

Model provider fee

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James Verity’s Registration & Firm History

MA

02/22/2012 - Present

RWA Wealth Partners (NEWTON MA)

MA

11/03/2005 - 03/23/2011

E*TRADE SECURITIES LLC (WELLESLEY MA)

MA

02/10/2005 - 11/11/2005

KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)

TX

05/26/1993 - 11/22/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MI

11/23/1992 - 04/16/1993

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 05/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/18/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Wesley Verity.
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