Paul Jason Caruso

Current Employers

Employment History

• 09/2011 → 08/2018
  Various Insurance Carriers For W&R Insurance Agencies
  New Albany, IN
• 09/2011 → 08/2018
  Waddell & Reed, Inc
  New Albany, IN
• 08/2018 → 03/2023
  Edward Jones
  Madison, IN
• 03/2023 → Present
  Oxinas Partners, Llc Dba Oxinas Partners Wealth Management
  Jeffersonville, IN
• 04/2023 → Present
  M.S. Howells & Co
  Scottsdale, AZ

Previous Registrations

• 2018-09-04 → 2023-03-31
  Edward Jones
  Jeffersonville, IN
  Madison, IN
• 2011-09-21 → 2018-09-04
  Waddell & Reed
  Louisville, KY
  New Albany, IN
  Charleroi, PA
  Jeffersonville, IN
• 2005-05-31 → 2011-09-19
  Charles Schwab & Co., Inc.
  Louisville, KY
  Lexington, KY
  Indianapolis, IN
• 1999-09-23 → 2005-05-05
  Morgan Stanley Dw Inc.
  Garden City, NY

Other Businesses

1. Oxinas Partners; Investment related: Yes; 607 North Shore Dr. Ste 101 Jeffersonville, IN 47130; Nature: Advisory; Position/Title: Advisor; Start date: 3.22.23; 70hrs per month; 70hrs per month during trading hours; Description: Stock, bond, ETF, Mutual fund research and selection

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-21
• S63 Uniform Securities Agent State Law Examination
  1992-11-25

Other Names

• Paul Caruso