Jason R. Oclaray

ANGELES FAMILY OFFICE

SANTA MONICA, CA 90401

CRD#: 3270425

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Professional summary

Jason Ramsay Oclaray is a registered financial advisor currently at ANGELES FAMILY OFFICE located in Santa Monica, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

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 Ramsay Oclaray'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

June 3, 2026 - Present

ANGELES FAMILY OFFICE

Office #1: 429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401

RIA

CRD#: 338266

SANTA MONICA, CA

Past

January 11, 2022 - June 16, 2026

XO CAPITAL LLC

RIA

CRD#: 316320

LOS ANGELES, CA

Past

May 15, 2001 - May 29, 2007

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

BEVERLY HILLS, CA

Past

May 2, 2001 - May 29, 2007

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

BEVERLY HILLS, CA

Past

August 17, 1999 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

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
(6/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/12/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/1999

General Securities Representative Examination

Current Firm

ANGELES FAMILY OFFICE

ANGELES FAMILY OFFICE | ANGELES FAMILY OFFICE, LLC

CRD#: 338266 / SEC#: 801-134854

RIA

Registered Investment Advisory firm - (1/8/2026 120-Day Approval)

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Contact information

Main Address

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401

Mailing Address

Phone number

(310) 393-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFO ADV 2A 10.29.2025 (10/29/2025)

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jason R. Oclaray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ramsay Oclaray's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANGELES FAMILY OFFICE

XO CAPITAL LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2021

Series 66

Date: 10/12/1999

Series 7

Date: 8/16/1999

Current Firm

ANGELES FAMILY OFFICE

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ANGELES FAMILY OFFICE

TRUST BUT VERIFY

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