Jose David Gonzalez
Investment adviser representative at HSBC Securities (USA) Inc.
11 yearsExperience
2 statesRegistered in
$3.8BFirm assets
21 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- HSBC Securities (USA) Inc.Apr 2025 to now
- HSBC Bank USA, N.A.Apr 2025 to now
- East HarborMar 2024 to Mar 2025
- Morgan Stanley Smith Barney LLCDec 2019 to Feb 2024
- J.P. Morgan Securities LLCFeb 2019 to Nov 2019
- JPMorgan Chase Bank, N.A.Feb 2019 to Nov 2019
- AXA Advisors, LLCMay 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
HSBC Securities (USA) Inc.
$3.8BAssets managed
12,108Clients
373Advisers
21 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
- 6480949
- Firm CRD
- 19585