Jeremy Gonzalez, financial advisor Newport Beach CA
93 score

Jeremy Gonzalez

CRD Number: 5560491
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeremy Gonzalez (CRD# 5560491) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Costa Mesa, CA Mar 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jackson, MS Jan 2012 - Current 4
Jpmorgan Chase Bank Na Fountain Valley, CA May 2009 - Jan 2012 2
Chase Fountain Valley, CA Apr 2009 - Jan 2012 2
Wamu Fountain Valley, CA Apr 2009 - May 2009 < 1
Unemployed Covina, CA Dec 2008 - Mar 2009 < 1
Ameriprise Financial Irvine, CA Jun 2008 - Dec 2008 < 1
Ameriprise Financial Compnay Irvine, CA Jun 2008 - Oct 2008 < 1
University Of Irvine Irvine, CA Sep 2004 - Jun 2008 3
Uci Irvine, CA Jun 2004 - Jun 2008 4
John Glenn High School Norwalk, CA Sep 2001 - Jun 2008 6
Best Buy Tustin, CA Mar 2007 - Apr 2008 1
Best Buy Tustin, CA Aug 2006 - Feb 2008 1
Jamba Juice Irvine, CA Oct 2005 - Feb 2007 1
Jamba Juice Irvine, CA Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Jeremy Gonzalez
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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