Unclaimed Profile

Jason Ramsay Oclaray

XO CAPITAL LLC·MALIBU, California

Series 7, Series 65, Series 66Clean record25 years registeredXO CAPITAL LLC

23700 MALIBU COLONY ROAD, MALIBU, CA 90265CRD# 3270425Firm CRD# 316320

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Ramsay Oclaray · MALIBU, CA

Registration

CRD #3270425 · XO CAPITAL LLC · 25 years registered

Brand Profile

Not yet started

Career History

ANGELES FAMILY OFFICE

Jun 2026 – present

XO CAPITAL LLC

Jan 2022 – Jun 2026

LOS ANGELES, CA

WELLS FARGO INVESTMENTS, LLC

May 2001 – May 2007

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · May 15, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

XO CAPITAL LLC

CRD 316320 · SEC 801-122473

AUM

$190M

Regulatory assets under management

Employees

230 client accounts

Services offered by XO CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at XO CAPITAL LLC →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MALIBU?

Browse all registered financial advisors in MALIBU, California or claim this profile if it's yours.

Browse MALIBU Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Ramsay Oclaray offer?

Jason Ramsay Oclaray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALIBU, California for a consultation.

What are Jason Ramsay Oclaray's credentials?

Jason Ramsay Oclaray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Ramsay Oclaray located?

Jason Ramsay Oclaray is based in MALIBU, California, working with XO CAPITAL LLC. Their office serves clients in the MALIBU metropolitan area and surrounding communities.

How does Jason Ramsay Oclaray charge for services?

Jason Ramsay Oclaray's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XO CAPITAL LLC?

XO CAPITAL LLC has approximately 5 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →