James Verity

Vice President

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 2019, he was honored in Boston magazine for the seventh time as a Five Star Wealth Manager. Jamie holds a B.A. in business with a minor in economics from Plymouth State University.

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.