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Cesarina Burgos

J.P. Morgan Securities LLC

Scarsdale, NY

CRD 6881738

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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_RES 2025-08-21
NY RA APPROVED 2021-12-24
  • TX RA
    APPROVED_RES
    Since 2025-08-21
  • NY RA
    APPROVED
    Since 2021-12-24

Branch Locations

676 White Plains Road, Scarsdale, NY 10583 • 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
Jpmorgan Chase Bank, N.A. Elmsford NY 12/2011 09/2019
J.P. Morgan Securities Llc Elmsford NY 11/2017 09/2019
Wells Fargo Clearing Services, Llc Thornwood NY 09/2019 09/2021
Wells Fargo Bank, N.A. Thornwood NY 09/2019 09/2021
Jpmorgan Chase Bank, N.A. Scarsdale NY 09/2021 Present
J.P. Morgan Securities Llc Scarsdale NY 09/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-08
S63 Uniform Securities Agent State Law Examination 2017-12-27
  • S66 Uniform Combined State Law Examination
    2021-06-08
  • S63 Uniform Securities Agent State Law Examination
    2017-12-27
Other Names
  • Cesarina Cruz
  • Cesarina Cruz De Burgos

View on SEC IAPD

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