Jacob Helton Mccain
Investment adviser representative at Ocean Park Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$3.9BFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ocean Park Asset Management, LLCJun 2025 to now
- Saint Louis BarcycleAug 2023 to Dec 2023
- Nisa Investment Advisors, LLCJun 2023 to May 2025
- The University of AlabamaAug 2022 to May 2023
- UBS Financial Services Inc.May 2022 to Aug 2022
- Doordash, Inc.Jan 2022 to Jan 2022
- The University of AlabamaAug 2021 to May 2022
- Kinnett Borough Financial GroupMay 2021 to Aug 2021
- The University of AlabamaAug 2020 to May 2021
- Doordash, Inc.May 2020 to Aug 2020
- InstacartMay 2020 to May 2020
- The University of AlabamaAug 2019 to May 2020
- Bluegrass Hospitality Group LLCJun 2018 to Jul 2019
- Moe's Southwest GrillJan 2018 to Apr 2018
- Paul Laurence Dunbar High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Ocean Park Asset Management, LLC
$3.9BAssets managed
138Clients
12Advisers
18 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
- 7400809
- Firm CRD
- 145634