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JASON STRICKLAND

Chief Compliance Officer

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Jason Strickland is the Chief Compliance Officer at Oakpoint Advisors. With over 20
years of experience in regulatory compliance, AML, and risk management, he leads the
firm's compliance program.


Prior to Oakpoint Advisors, Jason served as Chief Compliance Officer and AML
Compliance Officer at ETC Brokerage Services. He previously held dual compliance and
AML compliance leadership roles at Goldman Sachs and Folio Investments, and began
his career at E*TRADE Financial. Jason holds FINRA Series 7, 14, 24, 63, and 99 licenses
and is a Certified Anti-Money Laundering Specialist (CAMS) and Certified Fraud
Examiner (CFE). He is also Principal of Summit Compliance LLC.

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100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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