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Oscar O
Series 63, Series 66
Reedley, CA
J.P. Morgan Securities
Oscar Ocana is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and has prior experience in banking at JPMorgan Chase Bank, N.A. since 2017. Before his finance career, he held roles at Foothill Packing Inc. and the Missing Hole Donut Shop. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.
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