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Kassandra Raquel Gonzalez

J.P. Morgan Securities LLC

San Antonio, TX

CRD 7906274

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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
FL RA APPROVED 2026-07-07
TX RA APPROVED 2026-07-06
  • FL RA
    APPROVED
    Since 2026-07-07
  • TX RA
    APPROVED
    Since 2026-07-06

Branch Locations

20855 Stone Oak Pkwy, San Antonio, TX 78258 • 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
J.P. Morgan Securities Llc San Antonio TX 04/2024 Present
Jp Morgan Chase San Antonio TX 08/2016 03/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-06
S63 Uniform Securities Agent State Law Examination 2024-07-18
  • S65 Uniform Investment Adviser Law Examination
    2026-07-06
  • S63 Uniform Securities Agent State Law Examination
    2024-07-18
Other Names
  • Kassie Gonzalez
  • Kassie Raquel Gonzalez
  • Kassandra R Gonzalez
  • Kassandra Raquel Gonzalez
  • Kassandra Gonzalez

View on SEC IAPD

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