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JK

Jason M. Kolker

OCEAN PARK CAPITAL MANAGEMENT
LOS ANGELES, CA
Some features on this profile are disabled
CRD#: 4719773
JK

Professional summary

Jason Meyer Kolker is a registered financial advisor currently at OCEAN PARK CAPITAL MANAGEMENT, LLC located in Los Angeles, California and MAPLETON CAPITAL MANAGEMENT, LLC located in Los Angeles, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 2 firms and has passed the Series 65 exam.

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 Meyer Kolker's 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

April 23, 2001 - Present

OCEAN PARK CAPITAL MANAGEMENT, LLC

RIA
CRD#: 134517
LOS ANGELES, CA
Current

April 24, 2001 - Present

MAPLETON CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122230
LOS ANGELES, CA
Past

April 24, 2001 - December 31, 2005

MAPLETON CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122230
LOS ANGELES, 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
(4/23/2001)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/6/2001
Uniform Investment Adviser Law Examination

Current Firm

MC
MAPLETON CAPITAL MANAGEMENT, LLC
MAPLETON CAPITAL MANAGEMENT, LLC

CRD#: 122230 / SEC#:

California
Registered Investment Advisory firm - (1/13/2000 Approved)
Texas
Registered Investment Advisory firm - (7/13/2022 Conditional Restricted)
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Contact information

Main Address
1875 Century Park East, Suite 940, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 487-7222
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 85,643,251

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

MAPLETON CAPITAL MANAGEMENT, LLC

CRD#: 122230Los Angeles, CA

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