James Barry Mallinson
Investment adviser representative at Verity Asset Management
10 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
10 years in the industry.
- Verity Asset ManagementJun 2026 to now
- The Leaders Group Inc, dba Simplicity InvestmentsDec 2025 to now
- Redhead Marketing Group Inc.Nov 2019 to now
- Eastern Wholesale FenceJun 2024 to May 2026
- Bethpage Federal Credit UnionNov 2021 to May 2024
- Suffolk County Civil ServiceNov 2021 to Dec 2021
- Tourism IrelandMar 2021 to Nov 2021
- Nissequogue Golf ClubSep 2019 to Nov 2019
- Aip PublishingAug 2016 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8167309
- Firm CRD
- 158667