AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Jason G. Buck

OCEAN PARK ASSET MANAGEMENT
NASHVILLE, TN 37201
Some features on this profile are disabled
CRD#: 2420923
JB

Professional summary

Jason Grant Buck is a registered financial advisor currently at OCEAN PARK ASSET MANAGEMENT, LLC located in Nashville, Tennessee.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Grant Buck's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 30, 2024 - Present

OCEAN PARK ASSET MANAGEMENT, LLC

Office #1: 333 Commerce St, Nashville, TN 37201
RIA
CRD#: 145634
NASHVILLE, TN
Past

September 28, 2015 - December 23, 2024

SIERRA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106615
SANTA MONICA, CA
Past

June 25, 2015 - July 2, 2025

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

September 29, 2014 - May 29, 2015

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
YORBA LINDA, CA
Past

May 24, 2011 - September 29, 2014

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA
CRD#: 109591
YORBA LINDA, CA
Past

February 9, 2011 - May 24, 2011

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
NEW YORK, NY
Past

January 11, 2011 - May 29, 2015

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
YORBA LINDA, CA
Past

November 24, 2009 - December 9, 2010

DIRECTED SERVICES LLC

RIA
CRD#: 21675
WEST CHESTER, PA
Past

August 16, 2000 - December 9, 2010

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

February 2, 1994 - August 25, 1998

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
OCEAN PARK ASSET MANAGEMENT, LLC
OCEAN PARK ASSET MANAGEMENT, LLC | WRIGHT FUND MANAGEMENT, LLC | SIERRA MUTUAL FUNDS | OCEAN PARK MUTUAL FUNDS | OCEAN PARK ETFS

CRD#: 145634 / SEC#: 801-68554

RIA
Registered Investment Advisory firm - (11/30/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/23/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/23/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/1/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/2/2010
Investment Company Products/Variable Contracts Principal Examination

Current Firm

OP
OCEAN PARK ASSET MANAGEMENT, LLC
OCEAN PARK ASSET MANAGEMENT, LLC | WRIGHT FUND MANAGEMENT, LLC | SIERRA MUTUAL FUNDS | OCEAN PARK MUTUAL FUNDS | OCEAN PARK ETFS

CRD#: 145634 / SEC#: 801-68554

RIA
Registered Investment Advisory firm - (11/30/2007 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3420 Ocean Park Blvd. Ste 3060, Santa Monica, CA 90405
Mailing Address
Phone number
(310) 452-1887
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OCEAN PARK ASSET MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (3/31/2025)
OCEAN PARK ASSET MANAGEMENT, LLC JOINT ADVISORY PROGRAM WRAP FEE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts292
AUM (Assets Under Management)$ 4,872,145,667

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OCEAN PARK ASSET MANAGEMENT, LLC

CRD#: 145634Nashville, TN 37201

TRUST BUT VERIFY

Monitor Jason Buck

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Eric Joseph Berner
Eric BernerAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
HENDERSONVILLE, TN
Thomas Adam Ennis
Thomas EnnisAdvisorCheck Check Mark
TRUIST ADVISORY SERVICES, INC.
IAR
RR
SUITE 620, TN
James Ralph Parker
James ParkerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Franklin, TN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics