Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Gonzalez is an investment advisor representative with J.p. Morgan Investment Management Inc. Jennifer has been in the industry for more than 10 years, working at several firms, including J.P. MORGAN SECURITIES LLC, LEBENTHAL & CO., LLC and BEAR, STEARNS & CO. INC. Jennifer holds Series 3, 7, and 66 licenses. Jennifer works in the New York office of J.p. Morgan Investment Management Inc. The firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jennifer is registered to offer advisory services in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
01/22/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
04/15/2014 - 07/31/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/15/2011 - 06/12/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/19/2009 - 03/01/2011
LEBENTHAL & CO., LLC (NEW YORK NY)
NY
06/30/2004 - 07/18/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
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