Jacqueline Ann Mallinson
Investment adviser representative at Verity Asset Management
13 yearsExperience
3 statesRegistered in
$1.2BFirm assets
20 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 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
13 years in the industry.
- The Leaders Group dba Simplicity InvestmentsNov 2025 to now
- Notary PublicSep 2021 to now
- Verity Asset ManagementJul 2020 to now
- Verity FinancialJul 2020 to now
- Menna Wealth Planning Group IncMay 2020 to now
- Jackie's Craft RoomJul 2019 to now
- Jacqueline A Menna AdvisorsJun 2018 to now
- Pruco Securities LLCJul 2019 to Jul 2020
- The Prudential Insurance Company of AmericaJul 2019 to Jul 2020
- Planmember Securities CorporationJun 2017 to May 2019
- Mutual, Inc.Mar 2015 to May 2019
- School/collegeSep 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NH, NY, TX).
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
- 6505117
- Firm CRD
- 158667