Jose Cubillo Gonzalez (CRD# 7056512) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in San Jose, and has over 4 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonecrest Advisors, Inc. | Austin, TX | Jan 2022 - Current | 2 |
| Inversso, LLC | Oxford, MS | Jul 2018 - Current | 5 |
| Pictorica | San Jose, | Oct 2016 - Current | 7 |
| Zurcher, Odio, Raven | San Jose, | Mar 2015 - Oct 2016 | 1 |
| Full Time Education | San Jose, | Mar 2009 - Aug 2015 | 6 |
| Picado Y Leon Law Firm | San Jose, | Jun 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- TX
-
Total Assets Under Management134MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$431,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DC, FL, NJ, NY, PA, PR, TX
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