Felipe Gonzalez (CRD# 7228179) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Gallatin, TN and has 1 year of experience in the finance industry.
CRD# 6608563
Edward Jones
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Bank | Brentwood, TN | Jun 2023 - Current | < 1 |
| Fifth Third Securities | Brentwood, TN | Jun 2023 - Current | < 1 |
| Jp Morgan Chase Bank, N.a. | Brentwood, TN | Nov 2022 - Jun 2023 | < 1 |
| Jp Morgan Securities, LLC | Brentwood, TN | Nov 2022 - Jun 2023 | < 1 |
| Fifth Third Securities, Inc. | Madison, TN | Sep 2021 - Oct 2022 | 1 |
| Fifth Third Bank | Madison, TN | Nov 2018 - Sep 2022 | 3 |
| Fifth Third Securities, Inc. | Naples, FL | Feb 2020 - Jun 2020 | < 1 |
| The Colony Golf And Country Club | Bonita Springs, FL | Jan 2019 - Dec 2019 | < 1 |
| Esplanade Country Club | Naples, FL | Oct 2016 - Oct 2018 | 2 |
| Ave Maria University | Ave Maria, FL | Sep 2014 - Jul 2018 | 3 |
| Vanderbilt Country Club | Naples, FL | Dec 2015 - Nov 2016 | < 1 |
| Johnsons Control | Toledo, OH | Feb 2015 - Jul 2015 | < 1 |
| Unemployed | Ann Arbor, MI | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- TN
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- 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)
- Other
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