John Lee Martin
Investment adviser representative at Verity Asset Management
15 yearsExperience
1 stateRegistered in
PFSDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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.
- Verity Asset ManagementFeb 2024 to now
- J. Lee Martin Ii, Cpa, PaOct 2011 to now
- Irongate Partners, Inc.Aug 2012 to Dec 2016
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
Verity Asset Management
Legal name: Verity Asset Management, Inc.
$1.2BAssets managed
5,838Clients
53Advisers
20 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
- 5782137
- Firm CRD
- 158667