Jason Oclaray, financial advisor Malibu CA

Jason Oclaray

CRD Number: 3270425
Current Firm: Xo Capital LLC

Jason Oclaray (CRD# 3270425) is an Investment Advisor Representative working at Xo Capital LLC in Malibu, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Xo Capital LLC Malibu, CA Sep 2021 - Current < 1
Algonic Partners LLC Malibu, CA May 2013 - Current 9
Unemployed Malibu, CA Jan 2013 - Apr 2013 < 1
Greendale Capital LLC Los Angeles, CA Jun 2007 - Dec 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Jason R. Oclaray
Phone Number: 310-456-7584
Registered State(s):
  • CA
Current Firm Details
Xo Capital LLC
Firm's CRD Number: 316320
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $925,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY

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