Jason Dow is a registered investment advisor at Verus Capital Partners, LLC, based in Ventura, CA, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
Ventura, CA
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2013Employment Separation After Allegations
January 2006Customer Dispute
June 2002Criminal
August 1990Other 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
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Painewebber IncorporatedBroker
Wells Fargo Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.