Jose Ocasio, financial advisor Wyandanch NY

Jose Ocasio

CRD Number: 4781683
Current Firm: J.p. Morgan Securities LLC

Jose Ocasio (CRD# 4781683) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wyandanch, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Seaford, NY Mar 2019 - Current 1
Jp Morgan Chase Bank, N.a. Seaford, NY Mar 2019 - Current 1
Jp Morgan Chase Bank, N.a. Lake Ronkonkoma, NY Nov 2003 - Feb 2019 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Jose R. Ocasio
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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