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Jason Ramsay Oclaray

Angeles Family Office

Santa Monica, CA

CRD 3270425

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Employer firm

Angeles Family Office CRD 338266

$182M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Angeles Family Office

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-03
  • CA RA
    APPROVED
    Since 2026-06-03

Branch Locations

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Angeles Family Office, Llc Santa Monica CA 01/2026 Present
Algonic Partners Llc Malibu CA 05/2013 01/2026
Xo Capital Llc Malibu CA 09/2021 04/2026
  • 01/2026 → Present
    Angeles Family Office, Llc
    Santa Monica, CA
  • 05/2013 → 01/2026
    Algonic Partners Llc
    Malibu, CA
  • 09/2021 → 04/2026
    Xo Capital Llc
    Malibu, CA
Previous Registrations
  • 2022-01-11 → 2026-06-16
    Xo Capital Llc
    Los Angeles, CA
  • 2001-05-15 → 2007-05-29
    Wells Fargo Investments, Llc
    Beverly Hills, CA
    Beverly Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-03
S66 Uniform Combined State Law Examination 1999-10-12
  • S65 Uniform Investment Adviser Law Examination
    2021-08-03
  • S66 Uniform Combined State Law Examination
    1999-10-12

View on SEC IAPD

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