Jason Ocoma, Financial Consultant & VP

Jason Ocoma, Financial Consultant & VP CA Insurance Lic. #408427 Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Karr Barth Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

09/28/2026

Because of the storm, the CHOP Parkway Run/Walk for pediatric cancer research and family support was cancelled 😞 But, I promised everyone on my social media a 5k for charity without walking after dusting off my couch-to-5k program.

So, I turned it into a "Neighborhood Nor'easter 5k"! In case you were wondering, no speed records were in jeopardy 😆

Thank you all so much for your donations! I have friends & family who have lost children or grandchildren to childhood cancer. So, a little rain wasn't going to stop my run. And, they were definitely in my thoughts on Sunday morning.

Our team is proud to have raised ~$30,000 for a great cause and we couldn't be more appreciative of the support!

Learn more and join our team by clicking on the link below.
https://chop.donordrive.com/participants/186436

Every year, our team comes together to support the Children's Hospital of Philadelphia (CHOP) Parkway Run & Walk event a...
09/14/2026

Every year, our team comes together to support the Children's Hospital of Philadelphia (CHOP) Parkway Run & Walk event and the incredible work being done in pediatric cancer research and care.

Starting firmly from the couch, I'm on a couch-to-5k program to run this event :-) This year's event takes place on Sunday, September 27, and I'd love and appreciate any support to my fundraising efforts for our team.

Learn more and join our team by clicking on the link below.

https://chop.donordrive.com/participants/186436

As the wealth management industry evolves, we’re facing a projected shortage of 100,000 financial professionals by 2034....
12/26/2025

As the wealth management industry evolves, we’re facing a projected shortage of 100,000 financial professionals by 2034.* This presents a unique opportunity for those who are passionate about providing personalized financial guidance. We are actively seeking talented individuals to join our wealth management team. Learn more at https://equitable.com/advisor-careers?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0925_Why-Equitable-Advisors&utm_content=growing_industry -M/F/D/V

I'm a celebrity!  Just kidding.  But I did get to participate in this video about how many of us came from other profess...
10/26/2025

I'm a celebrity! Just kidding. But I did get to participate in this video about how many of us came from other professional backgrounds into this incredible career.

I am thrilled to share that I am growing my team and actively seeking passionate, driven folks in the LGBTQ (and allied) community to join us. This is a fantastic opportunity for those looking to grow their career, take ownership of their future, and make a meaningful impact in our community.

If you or someone in your network is ready for a career change and eager to make a difference, we would love to hear from you. Please message me for more details.

Have you ever thought to yourself, “where is my career going?” Are you looking for meaning, flexibility and uncapped income potential? Many of our financial professionals started on a different career path – and joined us to accelerate their success. Discover wealth management and find fulfillment in a career that’s all about impact: Let’s connect.

Do you enjoy working with people and building relationships? Are you looking for uncapped income potential? Many of our financial professionals started on a ...

WHY EQUITABLE ADVISORS? We are a leading provider of financial services with a dynamic network of financial professional...
08/13/2025

WHY EQUITABLE ADVISORS? We are a leading provider of financial services with a dynamic network of financial professionals. Our reputation and experienced onboarding process provide a solid foundation for individuals entering the field. Ready to learn more? http://equitable.com/advisor-careers

Address

1 Belmont Avenue, Suite 1100
Bala Cynwyd, PA
19004

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