Gerardo Vergara
Investment adviser representative at Verity Asset Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
Are you Gerardo Vergara? Claim your profile
Contact this firm
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.
- Simplicity InvestmentsJan 2026 to now
- Verity FinancialJan 2026 to now
- Verity Asset ManagementDec 2025 to now
- Verity Asset MgmtDec 2025 to now
- UnemployedAug 2025 to Nov 2025
- Ameriprise Financial Services, IncJan 2020 to Jul 2025
- Edward JonesOct 2018 to Jan 2020
- Teachers PensionsSep 2017 to Mar 2018
- Orsus Insurance AgencyJan 2015 to Oct 2018
- Saint Amrys College of CaliforniaSep 2013 to Jun 2017
- Saint Marys College of CaliforniaSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7024337
- Firm CRD
- 158667