Jaeden Alexander Cruz

Employer firm

Presilium Private Wealth, LLC CRD 318345

$672M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 10/2021
  Equitable Advisros, Llc
  New York, NY
• 09/2018 → 11/2019
  Jeffrey A. Miller Catering
  Philadelphia, PA
• 03/2019 → 07/2019
  Sugarhouse Casino
  Philadelphia, PA
• 09/2018 → 11/2018
  Bob Casey For Senate
  Philadelphia, PA
• 01/2018 → 09/2018
  Transperfect Legal Solutions
  Philadelphia, PA
• 02/2017 → 10/2017
  Gnc
  Philadelphia, PA
• 08/2015 → 05/2019
  Temple University
  Philadelphia, PA
• 10/2021 → 05/2024
  United Capital Financial Advisors, Llc
  Irving, TX
• 06/2025 → 03/2026
  Bny Securities Corporation
  Philadelphia, PA
• 04/2024 → 03/2026
  Bny
  Philadelphia, PA
• 03/2026 → Present
  Presilium Private Wealth, Llc
  Radnor, PA

Previous Registrations

• 2022-04-05 → 2024-05-08
  United Capital Financial Advisors
  Langhorne, PA
• 2020-03-23 → 2021-10-13
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Exams

• S66 Uniform Combined State Law Examination
  2020-03-12

Designations

• Certified Financial Planner

Other Names

• Jaeden A. Cruz
• Jaeden Cruz
• Jaeden A Cruz