Adalberto Santos

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:

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

Current Employers

Employment History

• 07/2026 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 01/2025 → 06/2026
  Charles Schwab & Co.
  Austin, TX
• 08/2021 → 06/2025
  University Of Texas At Austin
  Austin, TX
• 05/2024 → 12/2024
  Daddy Shack
  Manor,, TX
• 07/2023 → 12/2023
  Rincon Del Bosque Padel Club
  Piedras Negras
• 06/2023 → 08/2023
  The Wagon Wheel
  Eagle Pass, TX
• 07/2016 → 07/2021
  Unemployed
  Eagle Pass, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31
• S63 Uniform Securities Agent State Law Examination
  2026-01-08