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JR

John C. Rudd

VERITY ASSET MANAGEMENT
BLACKSBURG, VA 24060-3922
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CRD#: 6762858
JR

Professional summary


John Clinton Rudd, who also goes by John Clinton Rudd Jr, is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Blacksburg, Virginia and THE LEADERS GROUP, INC. located in Durham, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. John has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Clinton Rudd Jr

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Clinton Rudd's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 13, 2017 - Present

VERITY ASSET MANAGEMENT

Office #1: 119 Church St Ne #100, Blacksburg, VA 24060-3922
RIA
CRD#: 158667
BLACKSBURG, VA
Current

November 17, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 280 S Mangum Street, Suite 550, Durham, NC 27701
BD
CRD#: 37157
Durham, NC
Past

January 16, 2018 - November 20, 2025

VERITY INVESTMENTS, INC.

BD
CRD#: 41527
BLACKSBURG, VA

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".
VA
VERITY ASSET MANAGEMENT
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA
Registered Investment Advisory firm - (5/26/2006 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(11/17/2025)
IAR
Texas
(4/26/2022)
IAR
Virginia
(7/13/2017)
RR
Virginia
(11/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/16/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VA
VERITY ASSET MANAGEMENT
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA
Registered Investment Advisory firm - (5/26/2006 Approved)
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Contact information


Main Address
280 S Mangum St Ste 550, Durham, NC 27701-3676
Mailing Address
Phone number
(919) 490-6717
Established
Firm type
Fiscal year end
# of Employees
67

SEC notice filing (35 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/5/2026)

Regulatory assets under management


Total Number of Accounts7,199
AUM (Assets Under Management)$ 1,041,329,944

Red Flags


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.

Company Information


VERITY ASSET MANAGEMENT

CRD#: 158667Blacksburg, VA 24060-3922

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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