Jasmine Gonzalez, financial advisor Livonia MI

Jasmine Gonzalez

CRD Number: 6941621
Current Firm: Concorde Asset Management, LLC

Jasmine Gonzalez (CRD# 6941621) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Asset Management, LLC Livonia, MI Jul 2019 - Current 3
Concorde Investment Services, LLC Livonia, MI Sep 2018 - Current 4
Comprehensive Financial & Tax Manhattan Beach, CA Apr 2018 - Current 4
California Pizza Kitchen Manhattan Beach, CA Nov 2014 - Current 8
Whole Foods Market El Segundo, CA Jun 2013 - Nov 2014 1
Herbalife Torrance, CA Jun 2014 - Aug 2014 < 1
University Of Southern California Los Angeles, CA Oct 2013 - Jun 2014 < 1
Unemployed Los Angeles, CA Aug 2008 - Jun 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jasmine C. Gonzalez
Phone Number: 248-824-6710
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    377
    MILLIONS
  • Total Number of Accounts
    2,414
    ACCOUNTS
  • Average Account Value
    $155,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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