Jorge Luis Gonzalez
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jorge Luis Gonzalez? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCSep 2026 to now
- Flagstar BankSep 2026 to now
- J.P. Morgan Securities LLCSep 2023 to Aug 2026
- JPMorgan Chase Bank, N.A.Sep 2023 to Aug 2026
- CitibankNov 2022 to Aug 2023
- CitigroupNov 2022 to Aug 2023
- Citigroup Global Markets Inc.Nov 2022 to Aug 2023
- J.P. Morgan Securities LLCNov 2019 to Nov 2022
- JPMorgan Chase Bank, N.A.Nov 2019 to Nov 2022
- Jrp Holdings LLCSep 2019 to Oct 2022
- Jlg Urban Redevelopment LLCAug 2017 to Oct 2022
- Sterling National BankDec 2015 to Nov 2022
- LPL Financial, LLCDec 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6493466
- Firm CRD
- 6413