Caeleb Jack Trace
Investment adviser representative at Verity Asset Management
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Verity Asset ManagementAug 2024 to now
- Teacher's Pension & Insurance ServicesAug 2019 to now
- Ucla Call CenterAug 2018 to Jun 2019
- UnemployedJun 2017 to Aug 2018
- Clovis Community CollegeJul 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7974606
- Firm CRD
- 158667