Best Investors Account Sign in

Aaron Michael Ogea

Edward Jones

New Iberia, LA

CRD 4534199

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-26
LA RA APPROVED 2007-01-16
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • LA RA
    APPROVED
    Since 2007-01-16

Branch Locations

201 Fulton St, New Iberia, LA 70560 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2002 Present
Other Businesses

J. Hilburn Type of business: clothing New Iberia, LA Start date: 1/26/2018 Stylist Hours per week: 0 Hours during trading: 0 Custom clothing and fashion * Cape Holdings Type of business: Real Estate Holding New Iberia, LA Start date: 11/1/2018 Manager Hours per week: 0 Hours during trading: 0 Management of real estate properties. * Mo Betta Holdings Type of business: Real Estate New Iberia, LA Start date: 8/1/2024 Managing Member Hours per week: 1 Hours during trading: 0 managing rental properties, acquisitions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-16
S63 Uniform Securities Agent State Law Examination 2002-07-11
  • S66 Uniform Combined State Law Examination
    2015-03-16
  • S63 Uniform Securities Agent State Law Examination
    2002-07-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New Iberia, LA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor