Jason Oclaray has been Owner of Angeles Family Office since September 2025, is a control person of the firm and directly owns between 25% and 50% of it.
Angeles Family Office, LLC is a Santa Monica, CA firm with $182M under management, 23 clients and 2 advisers across 4 offices, as of its August 2026 filing.
Jason Oclaray’s longest registration was 6 years at Wells Fargo Investments, LLC (2001–2007). Before joining Angeles Family Office in 2026, Jason Oclaray was registered through Xo Capital LLC and Wells Fargo Investments, LLC.
- Angeles Family OfficeCurrent– present · under a yearSanta Monica, CA · Adviser representative · Firm CRD 338266
- Xo Capital LLC– · 4 yearsLos Angeles, CA · Adviser representative · Firm CRD 316320
- Wells Fargo Investments, LLC– · 6 yearsBeverly Hills, CA · Adviser representative · Firm CRD 10582
Investment adviser representative registrations
Jason Oclaray is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 3 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2021 |
| Series 66 | Uniform Combined State Law Examination | 12 October 1999 |
| Series 7 | General Securities Representative Examination | 16 August 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Ramsay Oclaray
- CRD
- 3270425
- Firm
- Angeles Family Office · CRD 338266
- Role
- Owner
- Office
- 429 SANTA MONICA BLVD, SUITE 650, Santa Monica, CA 90401
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Oclaray work?
Jason Oclaray has been Owner of Angeles Family Office, LLC since September 2025, and is a control person of the firm.
Is Jason Oclaray a financial advisor?
Yes. Jason Oclaray has a current investment-adviser registration in California, through Angeles Family Office since June 2026.
How many years of experience does Jason Oclaray have?
Jason Oclaray has 10 years in the financial industry, since December 2015, across 3 adviser firms.
What exams has Jason Oclaray passed?
Jason Oclaray has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in August 1999.
Where did Jason Oclaray work before Angeles Family Office?
Before Angeles Family Office, Jason Oclaray was registered through Wells Fargo Investments, LLC, May 2001 to May 2007.
Where is Jason Oclaray based?
Jason Oclaray’s registered office is in Santa Monica, CA.
Is Jason Oclaray registered with FINRA?
No. Jason Oclaray has no current broker registration.
How can I verify Jason Oclaray’s record?
Search CRD 3270425 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Oclaray’s full registration record.