Jamie W. Verity

Finance

Consumer Services

Profile

Mr. Jamie W.
Verity is Vice President at Kobren Insight Management, Inc. Prior to joining Kobren Insight Management in 1992, he was a Vice President and Investment Center Manager for Charles Schwab.
He also served clients as a registered representative at Olde Brokerage.
Mr. Verity has received a B.A.
in business with a minor in economics from Plymouth State College.

Former positions of Jamie W. Verity

Companies	Position	End
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses.	Portfolio Manager-Equities	01/03/2012
CHARLES SCHWAB	Corporate Officer/Principal	-

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Training of Jamie W. Verity

Plymouth State University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Listed companies	1
CHARLES SCHWAB	Finance

Private companies	1
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses.	Finance