Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dow is an investment advisor representative, currently registered with Verus Capital Partners, LLC. Jason has been in the financial services industry for over 20 years and has experience in various areas of financial planning, including retirement planning, education planning, and estate planning. Jason is also a registered representative with Securities America Advisors, Inc. and has a Series 6, Series 7, Series 63, and Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
Verus Capital Partners, LLC (Ventura CA)
CA
12/11/2014 - 03/05/2021
SECURITIES AMERICA, INC. (VENTURA CA)
CA
01/31/2006 - 12/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OXNARD CA)
CA
05/02/2001 - 01/25/2006
WELLS FARGO INVESTMENTS, LLC (VENTURA CA)
CA
11/04/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NJ
01/23/1998 - 12/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
12/02/1996 - 12/19/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jason Dow is the right advisor for you? Invested Better is here to help.
