John
Rogers

Veracity Capital LLC

CRD#4666002
Investment Advisor
in Atlanta, GA

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About this Advisor

John Rogers is a financial advisor based in Atlanta, Georgia, working with Veracity Capital LLC. John has previously held positions at The Ayco Company, L.P, F3 Logic, LLC, Mercer Allied, Veracity Capital LLC, Compass Securities Corporation, and Veracity Capital Tax Advisors, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, John is part of Veracity Capital LLC, which operates out of Atlanta, Georgia. The firm has 4 offices and 13 employees. The firm manages assets totaling $659.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Veracity Capital LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2859 Paces Ferry Road Suite 635
Atlanta, GA 30339

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Veracity Capital LLC Brokerage Details

Total Assets Under Management

$659,529,054

GA Average: $3,570,121,308
Total Number of Employees

13

GA Average: 58
Total Number of Accounts

1,677

GA Average: 1,608
Average Account Size

$393,279

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Rogers Work History

2024 - Present (0 year)

Veracity Capital Tax Advisors, LLC

2019 - Present (5 years)

Veracity Capital LLC

2019 - 2020 (1 year)

Compass Securities Corporation

2018 - 2019 (1 year)

F3 Logic, LLC

2011 - 2018 (7 years)

The Ayco Company, L.P

2011 - 2018 (7 years)

Mercer Allied

Disclosures

Please visit the SEC profile of John Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Veracity Capital LLC

Mary Huston Liscom
Miami, FL
Chandler Warren
Atlanta, GA
Benjamin Matzell
Atlanta, GA
Kevin Boutwell
Atlanta, GA
John Rinker
Atlanta, GA
John Rogers
Atlanta, GA
Christina Mumpower
Atlanta, GA
Michael Collopy
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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