Jimmy Gonzalez
Investment adviser representative at Belpointe Asset Management LLC
10 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Belpointe Asset Management, LLCApr 2022 to now
- Slow Capital, IncJan 2019 to Apr 2022
- Blueprint Wealth AllianceMay 2017 to Jun 2018
- Anthem Advisors, LLCOct 2016 to Dec 2025
- Perigon Wealth Management, LLCJun 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 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
- 4271692
- Firm CRD
- 143440