Advisor at J.P. Morgan Securities
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
J.P. Morgan Securities
Location
Reedley, CA 93654
Credentials
Series 63, Series 66
Industry experience
3 years
Oscar Ocana is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He has been with J.P. Morgan Securities since 2022 and also holds a long-term association with Jpmorgan Chase Bank, N.A. since 2017. Prior to his current role, his work history includes positions at Foothill Packing Inc and Missing Hole Donut Shop. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1000 G. Street
Reedley, CA 93654
California
J.P. Morgan Securities
2022 - Present (4 years)
Foothill Packing Inc
2018 - 2018 (1 year)
JPMorgan Chase BAnk, N.A.
2017 - Present (9 years)
Missing Hole Donut Shop
2016 - 2017 (1 year)
Foothill Packing Inc
2016 - 2016 (1 year)
Unemployed
2016 - 2016 (1 year)
Foothill Packing Inc
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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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.
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.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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