Jeffrey Gonzalez (CRD# 6820463) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Agoura Hills, CA and has over 6 years of experience in the finance industry.
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 3184578
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank | Agoura Hills, CA | Sep 2021 - Current | 2 |
| Jp Morgan Securities LLC | Agoura Hills, CA | Jun 2017 - Current | 6 |
| Jp Morgan Chase Bank | Agoura Hills, CA | Jun 2017 - Sep 2021 | 4 |
| Journeys/genesco Inc. | Canoga Park, CA | Oct 2014 - May 2017 | 2 |
| Csuci Learning And Resource Center | Camarillo, CA | Aug 2016 - Apr 2017 | < 1 |
| Forever 21 | Camarillo, CA | Jul 2014 - Oct 2014 | < 1 |
| Unemployed | Canyon Country, CA | Jun 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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