Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
29yrs
Jaime Ocon
Financial advisor at Wells Fargo Advisors
Jaime Ocon is a fiduciary financial advisor in Woodland Hills, California, with 29 years in the industry. Jaime joined Wells Fargo Advisors in 2003, after a year at Prudential Equity Group and less than a year at Morgan Stanley DW. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office21600 Oxnard St, 18th Floor, Tower I Warner Center Towers, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowWells Fargo Clearing Services, LLCCurrent firm
- Oct 2002 – Jul 2003Prudential Equity Group, LLCPreviously
- Sep 2002 – Oct 2002Morgan Stanley DW Inc.Previously
Contact Jaime
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Jaime. 21600 Oxnard St, 18th Floor, Tower I Warner Center TowersWoodland Hills, CA 91367Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Jaime
Tailored to Jaime’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jaime
How do I contact Jaime?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jaime Ocon. Jaime works from the Woodland Hills, CA office.
How long has Jaime been a financial advisor?
Jaime has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.
What licenses does Jaime hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jaime a fiduciary?
Jaime is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jaime paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jaime for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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