Jacob Helton Mccain

Employer firm

Ocean Park Asset Management, LLC CRD 145634

$3.94B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-07-03