Janet Gonzales (CRD# 6243522) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 4 years of experience in the finance industry.
CRD# 5507333
R.o.i.
Score
103
CRD# 5507719
R.o.i.
Score
103
CRD# 2649450
Uma Financial Services Inc.
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | South Jordan, UT | May 2016 - Current | 1 |
| Fidelity Investments | Salt Lake City, UT | Aug 2013 - May 2016 | 2 |
| Macy's/estee Lauder | Sandy, UT | Aug 2013 - Aug 2013 | < 1 |
| Macy's/estee Lauder | Sandy, UT | May 2013 - Aug 2013 | < 1 |
| Instructional Connections | Arlington, TX | Dec 2012 - Aug 2013 | < 1 |
| Safehaven Of Tarrant County | Arlington, TX | Dec 2012 - May 2013 | < 1 |
| University Of Texas At Arlington | Arlington, TX | Aug 2011 - May 2013 | 1 |
| Loft | Round Rock, TX | May 2011 - Jul 2011 | < 1 |
| Brigham Young University | Provo, UT | Feb 2011 - May 2011 | < 1 |
| Brigham Young University | Provo, UT | Jan 2011 - Feb 2011 | < 1 |
| Brigham Young University | Provo, UT | Dec 2010 - Jan 2011 | < 1 |
| Macy's | Louisville, KY | Aug 2010 - Nov 2010 | < 1 |
| Zoe's Kitchen | Louisville, KY | Jun 2010 - Aug 2010 | < 1 |
| Brigham Young University | Provo, UT | Apr 2010 - Jun 2010 | < 1 |
| Apx Alarm | Provo, UT | Apr 2009 - Apr 2010 | 1 |
| Byu Museum Of Art Cafe | Provo, UT | Dec 2008 - Apr 2009 | < 1 |
| Brigham Young University | Provo, UT | Aug 2008 - Dec 2008 | < 1 |
| Cvs/pharmacy | Los Angeles, CA | Jun 2008 - Aug 2008 | < 1 |
| Cvs/pharmacy | Smithtown, NY | Oct 2006 - Jun 2008 | 1 |
| Smithtown Recreation | Smithtown, NY | Jun 2007 - Jul 2007 | < 1 |
| Smithtown High School West | Smithtown, NY | Aug 2006 - Oct 2006 | < 1 |
| Smithtown Recreation | Smithtown, NY | Jun 2006 - Aug 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- UT
-
Total Assets Under Management598,503MILLIONS
-
Total Number of Accounts1,610,240ACCOUNTS
-
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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