Juan Gomez (CRD# 5910459) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 8 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Houston, TX | Jun 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Jun 2023 - Current | < 1 |
| Jpmorgan Chase Bank Na | Houston, TX | Aug 2021 - Jun 2023 | 1 |
| Jpmorgan Securities LLC | Houston, TX | Aug 2021 - Jun 2023 | 1 |
| Bbva Usa | Houston, TX | Jun 2019 - Aug 2021 | 2 |
| Sg Americas Securities, LLC | Houston, TX | Dec 2015 - Jun 2019 | 3 |
| Societe Generale | Houston, TX | Dec 2015 - Jun 2019 | 3 |
| Standard Chartered Securities (n.a.) Inc. | Houston, TX | Jan 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- TX
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Total Assets Under Management1,271,594MILLIONS
-
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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