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Michael Jonathan Mess

Veracity Capital LLC

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About Michael Jonathan Mess

Michael Jonathan Mess is an Investment Advisor Representative with Veracity Capital LLC, a Registered Investment Advisor firm based in Atlanta, Georgia. Michael has been in the financial services industry for over 15 years and has a Series 7, SIE and Series 66. Prior to joining Veracity Capital LLC, Michael was an Investment Advisor Representative with Purshe Kaplan Sterling Investments in Costa Mesa, California. Michael specializes in financial planning, portfolio management for individuals and selection of other advisors. Michael has a strong track record of helping clients achieve their financial goals and is committed to providing personalized advice and exceptional service.

Firm Information

Michael Mess 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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Michael Mess’s Registration & Firm History

CA

12/20/2021 - Present

Veracity Capital LLC (NEWPORT BEACH CA)

CA

11/13/2020 - 03/17/2022

PURSHE KAPLAN STERLING INVESTMENTS (Costa Mesa CA)

CA

06/25/2007 - 11/14/2018

MERCER ALLIED COMPANY, L.P. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 10/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Jonathan Mess.
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