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Aaron Jeremiah Ochoa

ST. Bernard Financial Services, Inc.

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About Aaron Jeremiah Ochoa

Aaron Ochoa is a financial advisor with over 20 years of experience in the industry. Aaron is registered to provide investment advice in Oklahoma and Texas. Aaron works with individuals and corporations, helping them to develop financial plans that meet their specific goals. Aaron has a strong focus on portfolio management. Currently, Aaron is affiliated with St. Bernard Financial Services, Inc., based in Russellville, Arkansas. Before joining St. Bernard Financial Services, Inc. Aaron was affiliated with Invest Financial Corporation and Arvest Asset Management. Aaron is licensed with both FINRA and the state of Oklahoma.

Firm Information

Aaron Ochoa is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Ochoa’s Registration & Firm History

OK

02/10/2017 - Present

ST. Bernard Financial Services, Inc. (Broken Arrow OK)

OK

09/24/2010 - 02/22/2017

INVEST FINANCIAL CORPORATION (TULSA OK)

OK

09/20/2004 - 06/15/2010

ARVEST ASSET MANAGEMENT (TULSA OK)

MO

01/06/2004 - 09/01/2004

EDWARD JONES (ST. LOUIS MO)

TX

12/02/2003 - 01/05/2004

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

MO

08/29/2000 - 12/03/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 01/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Aaron Jeremiah Ochoa. Review regulatory record here.
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