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Jason Dow

Verus Capital Partners, LLC
28 Years of Experience
Ventura, CA
4 Disclosures
View SEC Summary
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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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.

Verus Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,642 clients
Average Client Portfolio
$406K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees are negotiable based on account complexity, composition, and expected future asset additions.

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

Location

1569 E Main Street, Ventura, CA, 93001

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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 · 5 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
December 2014 - March 2021 · 6 yrs 3 mos
Securities America, INC.Broker
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

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.

Exams
No exam information available for this advisor.
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