James Verity | Boston, MA Financial Advisor | Adviser Investments

James Verity

Vice President, Portfolio Executive

Jamie is a portfolio executive and member of the Portfolio Review Committee. He 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 its 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 2021, he was honored in Boston magazine for the tenth time as a Five Star Wealth Manager. Jamie holds a B.A. in business with a minor in economics from Plymouth State University.

View More

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Truly Personalized Wealth Management

Tailored advice, every time.

Contact Us

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.