James Verity | Boston, MA Financial Advisor | Adviser Investments
James Verity
Vice President
617.321.2200 Contact James
617.321.2200

James Verity

Vice President


Background Experience

Jamie is a portfolio executive and member of the Portfolio Review Committee and has been instrumental in helping clients achieve their financial goals since 1992. He is a Certified Senior Advisor (CSA)® and is trained in issues of importance to seniors and their families. He’s been with Adviser Investments since the acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in 2005, Jamie was a vice president and investment center manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage. In 2020, he was honored in Boston magazine for the ninth time as a Five Star Wealth Manager. Jamie holds a B.A. in business with a minor in economics from Plymouth State University.

Awards

Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021)

Certifications

(CSA)®

The Best Financial Advice I Ever Received

Have a sizable emergency fund in place and then invest in yourself and your portfolio every month for a life time. You will be glad you did.

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning

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