Anthony Joel Gonzales
Investment adviser representative at Potomac
10 yearsExperience
1 stateRegistered in
$3.3BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Paralel Distributors LLCOct 2025 to now
- PotomacJun 2024 to now
- Potomac Fund ManagementMay 2024 to now
- Arbor Court Capital, LLCApr 2025 to Oct 2025
- Orion Portfolio SolutionsJan 2022 to Apr 2024
- Brinker CapitalJan 2018 to Apr 2024
- Gf Investment Services, LLCMar 2017 to Dec 2017
- Global Financial Private Capital, LLCMar 2017 to Dec 2017
- UnemployedNov 2016 to Mar 2017
- Assetmark Brokerage, LLCDec 2015 to Nov 2016
- Assetmark FinancialSep 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Potomac
Legal name: Potomac Fund Management Inc
$3.3BAssets managed
1,261Clients
25Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4168988
- Firm CRD
- 105413