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Jacob Helton Mccain

Ocean Park Asset Management, LLC

Santa Monica, CA

Nashville, TN

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Current Employers
Ocean Park Asset Management, Llc

3420 Ocean Park Blvd. Ste 3060, Santa Monica, CA 90405 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-09
  • TN RA
    APPROVED
    Since 2025-07-09

Branch Locations

3420 Ocean Park Blvd. Ste 3060, Santa Monica, CA 90405 • United States

333 Commerce St, Nashville, TN 37201 • 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
Ocean Park Asset Management, Llc Nashville TN 06/2025 Present
Nisa Investment Advisors, Llc Saint Louis MO 06/2023 05/2025
Ubs Financial Services Inc. Lexington KY 05/2022 08/2022
Saint Louis Barcycle Saint Louis MO 08/2023 12/2023
The University Of Alabama Tuscaloosa AL 08/2022 05/2023
The University Of Alabama Tuscaloosa AL 08/2021 05/2022
Doordash, Inc. Tuscaloosa AL 01/2022 01/2022
Kinnett Borough Financial Group Lexington KY 05/2021 08/2021
The University Of Alabama Tuscaloosa AL 08/2020 05/2021
Instacart Lexington KY 05/2020 05/2020
Doordash, Inc. Lexington KY 05/2020 08/2020
The University Of Alabama Tuscaloosa AL 08/2019 03/2020
The University Of Alabama Lexington KY 03/2020 05/2020
Bluegrass Hospitality Group Llc Lexington KY 06/2018 07/2019
Moe's Southwest Grill Lexington KY 01/2018 04/2018
Paul Laurence Dunbar High School Lexington KY 08/2015 05/2019
  • 06/2025 → Present
    Ocean Park Asset Management, Llc
    Nashville, TN
  • 06/2023 → 05/2025
    Nisa Investment Advisors, Llc
    Saint Louis, MO
  • 05/2022 → 08/2022
    Ubs Financial Services Inc.
    Lexington, KY
  • 08/2023 → 12/2023
    Saint Louis Barcycle
    Saint Louis, MO
  • 08/2022 → 05/2023
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2021 → 05/2022
    The University Of Alabama
    Tuscaloosa, AL
  • 01/2022 → 01/2022
    Doordash, Inc.
    Tuscaloosa, AL
  • 05/2021 → 08/2021
    Kinnett Borough Financial Group
    Lexington, KY
  • 08/2020 → 05/2021
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2020 → 05/2020
    Instacart
    Lexington, KY
  • 05/2020 → 08/2020
    Doordash, Inc.
    Lexington, KY
  • 08/2019 → 03/2020
    The University Of Alabama
    Tuscaloosa, AL
  • 03/2020 → 05/2020
    The University Of Alabama
    Lexington, KY
  • 06/2018 → 07/2019
    Bluegrass Hospitality Group Llc
    Lexington, KY
  • 01/2018 → 04/2018
    Moe's Southwest Grill
    Lexington, KY
  • 08/2015 → 05/2019
    Paul Laurence Dunbar High School
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03

View on SEC IAPD

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Other Offices

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SERENUS WEALTH ADVISORS, LLC · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA
DIMENSIONAL FUND ADVISORS LP · SANTA MONICA, CA
COMPOSITION WEALTH, LLC · SANTA MONICA, CA
OCEAN AVENUE WEALTH MANAGEMENT · SANTA MONICA, CA
A.G.P. / ALLIANCE GLOBAL PARTNERS · SANTA MONICA, CA
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