Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Gonzalez is a registered Investment Advisor Representative (IAR) and currently holds an active registration with Belpointe Asset Management LLC. Jimmy previously held various roles at different financial firms including Charles Schwab & Co., Inc. and Wachovia Securities, LLC. Jimmy has a broad range of experience in the financial industry, including working with individuals, corporations, and charitable organizations. Jimmy has worked with clients in Florida, Nevada, and California. Jimmy is also an active member of the financial community, participating in various organizations and professional associations. Jimmy is committed to providing his clients with the highest level of personalized service and financial guidance.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Personalized portfolio management to meet individual financial objectives.
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.
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NV
04/29/2022 - Present
Belpointe Asset Management LLC (RENO NV)
FL
11/07/2008 - 07/27/2015
CHARLES SCHWAB & CO., INC. (MIAMI FL)
FL
01/01/2008 - 10/23/2008
WACHOVIA SECURITIES, LLC (AVENTURA FL)
FL
04/27/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AVENTURA FL)
VA
03/28/2006 - 05/01/2007
EDWARD JONES (CHARLOTTESVILLE VA)
IA
Issued 05/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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