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JR

John David Rogers

VERACITY CAPITAL
ATLANTA, GA
·CRD# 4666002·23 years experience

Professional Summary

John David Rogers, who also goes by John David Rogers Mr, John Rogers, is a registered financial advisor currently at VERACITY CAPITAL LLC located in Atlanta, Georgia. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John David Rogers Mr, John Rogers

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

VERACITY CAPITAL LLC·CRD# 304272
RIA
2859 Paces Ferry Road Suite 635, Atlanta, GA 30339
July 25, 2019 - Present
COMPASS SECURITIES CORPORATION·CRD# 16168
BD
Braintree, MA
October 16, 2019 - August 21, 2020
F3LOGIC, LLC·CRD# 289863
RIA
Atlanta, GA
October 17, 2018 - December 10, 2019
GOLDMAN SACHS WEALTH SERVICES, L.P.·CRD# 106693
RIA
Atlanta, GA
March 4, 2011 - October 22, 2018
MERCER ALLIED COMPANY, L.P.·CRD# 37404
BD
Atlanta, GA
February 11, 2011 - October 22, 2018
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Clifton Park, NY
October 19, 2010 - December 22, 2010
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Clifton Park, NY
August 15, 2003 - December 22, 2010

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Current Firm

VC
VERACITY CAPITAL LLC

VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934
RIA
Registered Investment Advisory firm - SEC (7/11/2019 Approved)

Contact Information

Main Address

2859 Paces Ferry Road Suite 635, Atlanta, GA 30339

Phone Number

(844) 508-7884

# of Employees

12

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-VERACITY CAPITAL LLC (4/8/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,852

AUM (Assets Under Management)

$799,765,259

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

John Rogers is a licensed insurance agent and principal with Veracity Capital Risk Management LLC. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Veracity Capital LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Veracity Capital LLC in such individual's outside capacities. 2 hours a month are spent on this activity during trading hours. No time is spent on this activity outside of trading hours. 1% of his yearly compensation is derived from this activity. Tax Preparer; Veracity Capital Tax Advisors, LLC; Is the business investment related: No; Location of the business: 2859 Paces Ferry Road Atlanta GA 30339 USA; Description of the business: Offers tax preparation and planning services; Responsibilities Duties: Tax preparation and planning services; Start date with business: 2024-02-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VERACITY CAPITAL LLC

VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934
RIA
Registered Investment Advisory firm - SEC (7/11/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(7/25/2019)
IAR
Texas
(12/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2003About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2006About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John David Rogers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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