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Cesar Rivas-Tellez

J.P. Morgan Securities LLC

San Antonio, TX

San Antonio, TX

CRD 6982770

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-12
  • TX RA
    APPROVED
    Since 2018-10-12

Branch Locations

20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase & Co. San Antonio TX 05/2016 06/2018
Jp Morgan Chase & Co. San Antonio TX 06/2018 Present
Walmart San Antonio, TX 02/2022 02/2022
  • 05/2016 → 06/2018
    Jp Morgan Chase & Co.
    San Antonio, TX
  • 06/2018 → Present
    Jp Morgan Chase & Co.
    San Antonio, TX
  • 02/2022 → 02/2022
    Walmart
    San Antonio,, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-02
  • S66 Uniform Combined State Law Examination
    2018-10-02

View on SEC IAPD

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