TrueAdvisor
TrueAdvisor
JD
JD

Jason Benjamin Dow

Verus Capital Partners, LLC
28 Years of Experience
4 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Verus Capital Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
4,040 clients
Average Client Portfolio
$512K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees may be negotiable in certain instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Ventura, CA

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2013
Settled
Employment Separation After Allegations
January 2006
Customer Dispute
June 2002
Denied
Criminal
August 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason works as an advisor for Dow Capital Investments, an investment advisory firm affiliated with Securities America Advisors. This is an investment-related activity and takes up a full-time commitment.

Employment History
Current Registrations
Verus Capital Partners, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
December 2014 - March 2021 · 6 yrs 3 mos
Securities America Advisors, INC.
December 2014 - March 2021 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - December 2014 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - December 2014 · 8 yrs 11 mos
Wells Fargo Investments, LLC
May 2001 - January 2006 · 4 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2006 · 4 yrs 8 mos
Wells Fargo Securities INC.Broker
November 1999 - May 2001 · 1 yr 6 mos
Painewebber IncorporatedBroker
January 1998 - December 1999 · 1 yr 11 mos
Wells Fargo Securities INC.Broker
December 1996 - December 1997 · 1 yr
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.