Jason Oclaray (CRD# 3270425) is an Investment Advisor Representative working at Xo Capital LLC in Los Angeles, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xo Capital LLC | Malibu, CA | Sep 2021 - Current | 2 |
| Algonic Partners LLC | Malibu, CA | May 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$827,657
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, NY
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