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Jason Paul Gollhofer

Investment Adviser Representative at Verity Asset Management

Greeley, COCRD #6034298Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Paul Gollhofer is an investment adviser representative with Verity Asset Management in Greeley, CO, where they have been registered since 2026. They have worked in the securities industry since 2020 and were previously registered with GWN Securities Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/27/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 5/22/2012
SIE
Securities Industry Essentials Examination
Passed 9/28/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/15/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Verity Asset ManagementCurrent
6/5/2026 – Greeley, CO
GWN Securities Inc.
5/22/2018 – 9/28/2018Greeley, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. GWN Securities Inc.
    Mar 2012 – Jan 2018Palm Beach Gardens, FL
  2. Verity Asset Management
    May 2026 – no end date reportedDurham, NC
  3. Teacher's Pension AND Insurance Services
    Jun 2016 – no end date reportedOakdale, CA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Verity Asset Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $100,0001.50%
  • Next $50,0001.20%
  • Next $100,0001.15%
  • Next $250,0000.95%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingOther Investment AdvisersCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
53
Offices listed on AdvisorFinder:
10
Main office:
Durham, NC
SEC file number:
801-66730

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 5, 2026

View full firm profile

Other advisors at Verity Asset Management

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Paul Gollhofer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jason Paul Gollhofer (Verity Asset Management)