Jeff Gonzales (CRD# 5271895) is an Investment Advisor Representative working at Edelman Financial Engines in Chino, CA and has over 16 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Current | 5 |
| Edelman Financial Services, LLC | Fairfax, VA | Jan 2015 - Nov 2018 | 3 |
| Ef Legacy Securities, LLC | Henrico, VA | Apr 2016 - Oct 2018 | 2 |
| Sanders Morris Harris Inc. | Houston, TX | Jan 2015 - Apr 2016 | 1 |
| Bank Of America, N.,a. | Corona, CA | Mar 2012 - Dec 2014 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corona, CA | Jan 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- CA
-
Total Assets Under Management270,770MILLIONS
-
Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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