Paul Jason Caruso
Investment adviser representative at Oxinas Partners Wealth Management
15 yearsExperience
1 stateRegistered in
$391MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- M.S. Howells & CoApr 2023 to now
- Oxinas Partners Wealth ManagementMar 2023 to now
- Oxinas Partners, LLC dba Oxinas Partners Wealth ManagementMar 2023 to now
- Edward JonesAug 2018 to Mar 2023
- Various Insurance Carriers for W&r Insurance AgenciesSep 2011 to Aug 2018
- Waddell & Reed, IncSep 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (IN).
Oxinas Partners Wealth Management
Legal name: Oxinas Partners, LLC
$391MAssets managed
754Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2288801
- Firm CRD
- 297462