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Jason A Habbit

OXFORD ASSET MANAGEMENT, LLC·MCALLEN, Texas
Series 6, Series 7, Series 66Clean record18 years registeredOXFORD ASSET MANAGEMENT, LLC
3827 N. 10TH ST., MCALLEN, TX 78501CRD# 4578194Firm CRD# 114571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason A Habbit · MCALLEN, TX
Registration
CRD #4578194 · OXFORD ASSET MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

NEWEDGE ADVISORS
Apr 2024 – present
SPIRE WEALTH MANAGEMENT, LLC
Feb 2017 – Apr 2024
Lafayette, LA
OXFORD ASSET MANAGEMENT, LLC
Jan 2008 – Nov 2017
LAFAYETTE, LA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 66
Registration record
First registered · January 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OXFORD ASSET MANAGEMENT, LLC
CRD 114571 · SEC 801-69005
AUM
$100M
Regulatory assets under management
Employees
10
2,916 client accounts
Services offered by OXFORD ASSET MANAGEMENT, 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 OXFORD ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jason A Habbit offer?
Jason A Habbit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCALLEN, Texas for a consultation.
What are Jason A Habbit's credentials?
Jason A Habbit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason A Habbit located?
Jason A Habbit is based in MCALLEN, Texas, working with OXFORD ASSET MANAGEMENT, LLC. Their office serves clients in the MCALLEN metropolitan area and surrounding communities.
How does Jason A Habbit charge for services?
Jason A Habbit's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees for equity index linked annuities. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD ASSET MANAGEMENT, LLC?
OXFORD ASSET MANAGEMENT, LLC has approximately 10 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OXFORD ASSET MANAGEMENT, LLC

Stephen Morgan Pease
MCALLEN, TX

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