Jason Nahoul
Professional summary
Jason Nahoul is a registered financial advisor currently at ONE CAPITAL MANAGEMENT, LLC located in Newport Beach, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Nahoul's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2021 - Present
ONE CAPITAL MANAGEMENT, LLC
Office #1: 520 Newport Beach Center Suite 430, Newport Beach, CA 92660March 1, 2013 - February 3, 2016
CITIGROUP GLOBAL MARKETS INC.
March 1, 2013 - February 3, 2016
CITIGROUP GLOBAL MARKETS INC.
August 24, 2010 - February 19, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 30, 2010 - February 19, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ONE CAPITAL MANAGEMENT, LLC
CRD#: 114861 / SEC#: 801-60483
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/19/2021)
Exams
Current Firm
ONE CAPITAL MANAGEMENT, LLC
CRD#: 114861 / SEC#: 801-60483
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,302 |
| AUM (Assets Under Management) | $ 7,002,823,758 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/17/2025 | ||
| 04/16/2024 | ||
| 02/12/2023 |
Red Flags
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