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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nahoul is an Investment Advisor Representative at ONE Capital Management, LLC. Jason has been in the industry for over a decade and has experience with a variety of firms, including Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason holds the Series 65 and Series 66 licenses. He specializes in providing investment advice and consulting services to individuals, businesses, investment companies, and pooled investment vehicles. ONE Capital Management, LLC is a firm that provides financial planning, investment advisory services, and pension consulting to individuals, businesses, and institutions. The firm has a strong focus on providing personalized and customized financial advice to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/19/2021 - Present
ONE Capital Management, LLC (NEWPORT BEACH CA)
CA
03/01/2013 - 02/03/2016
CITIGROUP GLOBAL MARKETS INC. (COSTA MESA CA)
CA
07/30/2010 - 02/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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