Benigno Gonzalez (CRD# 6051566) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Millbrae, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Millbrae, CA | Feb 2020 - Current | 4 |
| Jp Morgan Chase Bank, N.a. | Millbrae, CA | Feb 2020 - Current | 4 |
| Charles Schwab & Company, Inc. | Oakland, CA | Jun 2016 - Feb 2020 | 3 |
| Charles Schwab Bank | Oakland, CA | Jun 2016 - Feb 2020 | 3 |
| Comerica Securities, Inc. | San Francisco, CA | Sep 2014 - Jun 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland, CA | Oct 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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