Manuel Angel Ortiz aquino
Investment adviser representative at Occidental Asset Management, LLC
14 yearsExperience
4 statesRegistered in
$1.1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Occidental Asset Management, LLCJun 2025 to now
- JPMorgan Chase Bank, NAJan 2024 to Jun 2025
- JPMorgan Securities LLCJan 2024 to Jun 2025
- Charles BankJun 2019 to Jan 2024
- Charles Schwab & Co., IncDec 2012 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, SC, TX).
Occidental Asset Management, LLC
$1.1BAssets managed
908Clients
12Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6150167
- Firm CRD
- 168650