Jason OclarayCRD 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.
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
Virtue Capital Management, LLC
|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|
Total Assets Under Management184MILLIONS
Total Number of Accounts199ACCOUNTS
Average Account Value$925,803
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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