Advisor at Ocean Park Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ocean Park Asset Management, LLC
Location
Nashville, TN 37201
Credentials
Series 65
Industry experience
< 1 year
Jacob Mc Cain is a financial advisor at Ocean Park Asset Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at NISA Investment Advisors, UBS Financial Services, and various non-financial companies. Outside of finance, he has worked with Saint Louis Barcycle. Ocean Park Asset Management advises individual and high-net-worth clients through discretionary portfolio management, a wrap-style Joint Advisory Program, and manages a family of registered investment companies. The firm’s investment approach is rules-based and tactical, focusing on quantitative trend-following signals and a trailing-stop sell discipline to manage downside risk.
Based on Ocean Park Asset Management, LLC
$0 - $500,000: 2.4% annualized (0.60% quarterly) $500,001 - $2,000,000: Blended rate: 2.4% annualized (0.60% quarterly) on first $500,000, and 1.8% annualized (0.45% quarterly) on amount above $500,000 up to $2,000,000 $2,000,001+: 1.2% annualized (0.30% quarterly)
Account minimum: $100,000 per household, $50,000 per account registration (but Ocean Park may accept smaller accounts at its discretion)
333 Commerce St
Nashville, TN 37201
Tennessee
Ocean Park Asset Management, LLC
2025 - Present (1 year)
Saint Louis Barcycle
2023 - 2023 (1 year)
NISA Investment Advisors, LLC
2023 - 2025 (2 years)
The University of Alabama
2022 - 2023 (1 year)
UBS Financial Services
2022 - 2022 (1 year)
DoorDash, Inc.
2022 - 2022 (1 year)
The University of Alabama
2021 - 2022 (1 year)
Kinnett Borough Financial Group
2021 - 2021 (1 year)
The University of Alabama
2020 - 2021 (1 year)
DoorDash, Inc.
2020 - 2020 (1 year)
Instacart
2020 - 2020 (1 year)
The University of Alabama
2020 - 2020 (1 year)
The University of Alabama
2019 - 2020 (1 year)
Bluegrass Hospitality Group LLC
2018 - 2019 (1 year)
Moe's Southwest Grill
2018 - 2018 (1 year)
Paul Laurence Dunbar High School
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
Series 63, Series 65, Series 66
Mt Juliet, TN
Moore Wealth Partners, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")