Juan Gonzalez (CRD# 7656228) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Paso, TX and has 1 year of experience in the finance industry.
CRD# 4138711
Osaic Wealth, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | El Paso, TX | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso, TX | Oct 2022 - Current | 1 |
| Cmg Financial | El Paso, TX | Mar 2022 - Nov 2022 | < 1 |
| Rocky Mountain Mortgage Company | El Paso, TX | Sep 2020 - Feb 2022 | 1 |
| Subaru Of El Paso | El Paso, TX | Apr 2019 - Aug 2020 | 1 |
| Unemployed | El Paso, TX | Feb 2019 - Apr 2019 | < 1 |
| Mesilla Valley Transportation | El Paso, TX | May 2018 - Feb 2019 | < 1 |
| Dorney Security Systems Inc. | El Paso, TX | May 2018 - May 2018 | < 1 |
| Smile Direct Club | El Paso, TX | Feb 2018 - Apr 2018 | < 1 |
| Unemployed | El Paso, TX | Jan 2018 - Feb 2018 | < 1 |
| Elite Solar Concepts | Phoenix, AZ | Sep 2017 - Dec 2017 | < 1 |
| Casa Ford | El Paso, TN | Feb 2017 - Aug 2017 | < 1 |
| Garcia Audi Of El Paso | El Paso, TX | Mar 2016 - Feb 2017 | < 1 |
| Bmw Of El Paso | El Paso, TX | Mar 2015 - Mar 2016 | 1 |
| Best Buy | El Paso, TX | Oct 2014 - Mar 2015 | < 1 |
| University Of Texas At El Paso | El Paso, TX | Aug 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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