John David Rogers
Investment adviser representative at Veracity Capital LLC
15 yearsExperience
2 statesRegistered in
$799.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Veracity Capital Tax Advisors, LLCFeb 2024 to now
- Veracity Capital LLCJul 2019 to now
- Compass Securities CorporationJun 2019 to Aug 2020
- F3 Logic, LLCOct 2018 to Dec 2019
- Mercer AlliedFeb 2011 to Oct 2018
- The Ayco Company, L.P.Jan 2011 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Veracity Capital LLC
$799.8MAssets managed
362Clients
10Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4666002
- Firm CRD
- 304272