Jason Buck is a registered investment advisor at Ocean Park Asset Management, LLC, based in Nashville, TN, with 30 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 138 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.20% |
Fees are assessed quarterly in advance. Rates shown are annualized. Fees may be negotiable based on account type, transaction activity, and total relationship size. Accounts holding affiliated funds receive a fee offset credit.
Fee Estimator
Location
333 Commerce St, Nashville, TN, 37201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ocean Park Asset Management, LLC
Previous Registrations
Sierra Investment Management, LLC
Northern Lights Distributors, LLCBroker
Eagle Strategies LLC
New York Life Investment Management LLC
Eagle Strategies LLC
Nylife Distributors LLCBroker
Directed Services LLC
Directed Services LLCBroker
Endeavor GroupBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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