Jorge Gonzalez (CRD# 1811191) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Pembroke Pines, FL and has over 35 years of experience in the finance industry. Jorge Gonzalez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Elite Wealth Management LLC | Pembroke Pines, FL | May 2018 - Current | 5 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2018 - Current | 6 |
| Synergy Financial Strategies, Inc. | Pembroke Pines, FL | Mar 2011 - Current | 13 |
| Jcp Ventures, LLC | Pembroke Pines, FL | Aug 2005 - Current | 18 |
| Synergy Financial Group, Inc. | Pembroke Pines, FL | Apr 1989 - Oct 2014 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
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