Disclosures & Important Information

Veritas Financial Solutions is a separately owned and operated business that provides a range of financial services. Investment advisory services are offered through Rubicon Advisors, a registered investment advisor. Securities are offered through LPL Financial, Member FINRA/SIPC. Veritas Financial Solutions, Rubicon Advisors, and LPL Financial are separate and unaffiliated entities.

The LPL Financial registered representatives associated with this website may only discuss and/or transact securities business with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of your financial professional on FINRA’s BrokerCheck.

View Rubicon Advisors’ most recent Form CRS here: Rubicon Advisors Form CRS.
Access LPL Financial’s Form CRS for more information.

The content on this website is for general information purposes only and is not intended to provide specific tax or legal advice. Please consult your legal or tax professional regarding your individual situation.

We take protecting your personal information seriously. Veritas Financial Solutions does not sell personal information. For more on how we protect your privacy, please see our Privacy Policy.

JC Marrero | 1640 E. Cypress Ave, Suite A, Redding, CA 96002

CA Insurance License #4195843