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John David Rogers

Veracity Capital LLC

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About John David Rogers

John Rogers is a financial advisor with Veracity Capital LLC, an independent Registered Investment Advisor, based in Atlanta, GA. John has been a registered investment advisor since 2003. John specializes in providing financial planning, portfolio management, and wealth management services to individuals, families, and businesses. John is also a licensed insurance agent and principal with Veracity Capital Risk Management LLC. John is committed to providing his clients with personalized financial advice that meets their individual needs and goals.

Firm Information

John Rogers is currently registered with Veracity Capital LLC. Veracity Capital LLC is an investment advisor headquartered in Atlanta, GA. The firm advises individuals, high-net-worth individuals, and corporations. Veracity Capital offers financial planning, pension consulting, and portfolio management services. They manage approximately $695 million in assets.
Veracity Capital LLC

2859 PACES FERRY ROAD

ATLANTA, GA 30339

$695.44M

Assets Under Management

4

Total Clients

12

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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John Rogers’s Registration & Firm History

GA

12/20/2021 - Present

Veracity Capital LLC (ATLANTA GA)

MA

10/16/2019 - 08/21/2020

COMPASS SECURITIES CORPORATION (BRAINTREE MA)

GA

02/11/2011 - 10/22/2018

MERCER ALLIED COMPANY, L.P. (ATLANTA GA)

NY

08/15/2003 - 12/22/2010

AXA ADVISORS, LLC (CLIFTON PARK NY)

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Licenses & Designations

BOTH

Issued 10/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John David Rogers. Review regulatory record here.
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