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Thomas C

Series 63, Series 65

Ventura, CA

Verus Capital Partners, LLC

Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Jason D

Series 63, Series 65

Ventura, CA

Verus Capital Partners, LLC

Jason Dow is a financial advisor with Verus Capital Partners, LLC in Ventura, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Securities America Advisors Inc and Securities America Inc from 2014 to 2021 before joining Verus Capital Partners in 2021. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax situations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Scott H

Series 65

Ventura, CA

Verus Capital Partners, LLC

Scott Holder is a financial advisor with Verus Capital Partners, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Reward Path Recovery LLC and Sprouts Market. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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