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
El Centro, CA 92243
Credentials
Series 66
Industry experience
3 years
Paul Ochoa is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Navy Federal Credit Union among other firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.
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
2303 N. Cottonwood Dr.
El Centro, CA 92243
California · Texas
JPMorgan Chase BAnk, N.A.
2023 - Present (3 years)
J.P. Morgan Securities
2023 - Present (3 years)
Navy Federal Investment
2022 - 2023 (1 year)
Navy Federal Financial Group, LLC
2022 - 2023 (1 year)
Navy Federal Investment Services, LLC
2022 - 2023 (1 year)
Navy Federal Credit Union
2019 - 2022 (3 years)
Starbucks
2019 - 2019 (1 year)
Tidemark Financial Partners
2019 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Mission Federal Credit Union
2017 - 2018 (1 year)
Starbucks
2016 - 2018 (2 years)
John's Incredible Pizza Company
2016 - 2016 (1 year)
Persona Wood Fire Pizza
2016 - 2016 (1 year)
SBCC East Cafeteria
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Series 66
Brawley, CA
Valley Wealth Strategies, LLC
Series 65
El Centro, CA
Cwm, Llc
Series 65
El Centro, CA
Cwm, Llc
Series 63, Series 65
El Centro, CA
integrity Advisory Solutions
Series 63
Brawley, CA
LPL Financial
CFP®, Series 66
Brawley, CA
LPL Financial
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