Jaeden Cruz has been an investment adviser representative at Presilium Private Wealth since March 2026, and is not listed among the firm’s executive officers or direct owners.
Presilium Private Wealth, LLC is a Radnor, PA firm with $672M under management, 380 clients and 3 advisers in one office, as of its July 2026 filing.
Jaeden Cruz is a Financial Planner at Presilium Private Wealth. He works with individuals and families, including mass affluent clients, business owners and executives, on comprehensive financial planning covering cash flow, retirement, investment management, tax strategy and estate planning. Before joining Presilium, he held client-facing roles at BNY Mellon and Goldman Sachs.
Jaeden Cruz’s longest registration was 2 years at United Capital Financial Advisors (2022–2024). Before joining Presilium Private Wealth in 2026, Jaeden Cruz was registered through United Capital Financial Advisors and Equitable Advisors, LLC.
- – present · under a yearRadnor, PA · Adviser representative · Firm CRD 318345
- United Capital Financial Advisors– · 2 yearsLanghorne, PA · Adviser representative · Firm CRD 134600
- Equitable Advisors, LLC– · 1 yearBala Cynwyd, PA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Jaeden Cruz is registered as an investment adviser representative in 2 states. The first approvals date from March 2026; the most recent is Texas, in May 2026.
- PennsylvaniaSince 20 March 2026
- TexasSince 22 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 March 2020 |
| Series 7TO | General Securities Representative Examination | 18 September 2019 |
| SIE | Securities Industry Essentials Examination | 20 June 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jaeden Alexander Cruz
- CRD
- 7078984
- Firm
- Presilium Private Wealth · CRD 318345
- Office
- 150 NORTH RADNOR CHESTER ROAD, STE F110, Radnor, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- presiliumpw.com
Where does Jaeden Cruz work?
Jaeden Cruz is an investment adviser representative registered through Presilium Private Wealth, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jaeden Cruz a financial advisor?
Yes. Jaeden Cruz has a current investment-adviser registration in Pennsylvania and Texas, through Presilium Private Wealth since March 2026.
How many years of experience does Jaeden Cruz have?
Jaeden Cruz has 5 years in the financial industry, since August 2021, across 3 adviser firms.
What exams has Jaeden Cruz passed?
Jaeden Cruz has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2019.
Where did Jaeden Cruz work before Presilium Private Wealth?
Before Presilium Private Wealth, Jaeden Cruz was registered through United Capital Financial Advisors, April 2022 to May 2024; Equitable Advisors, LLC, March 2020 to October 2021.
Where is Jaeden Cruz based?
Jaeden Cruz’s registered office is in Radnor, PA.
Is Jaeden Cruz registered with FINRA?
No. Jaeden Cruz has no current broker registration.
How can I verify Jaeden Cruz’s record?
Search CRD 7078984 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jaeden Cruz’s full registration record.
