Josue E Gonzalez
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Graceful Faith Properties LLCDec 2024 to now
- Jace Properties, LLCAug 2024 to now
- J.P. Morgan Securities LLCJan 2022 to now
- JP Morgan Chase Bank, N.A.Jan 2022 to now
- Rental Property - MusgraveSep 2021 to now
- Rental Property - MastersNov 2020 to now
- Bemoxie Supplements, LLCJan 2020 to now
- Rental Property - SidneySep 2017 to now
- Lml Consulting LLCJun 2023 to Sep 2025
- Bank of America, N.A.Apr 2018 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Dec 2021
- Strategic Advisers, Inc.Feb 2017 to Mar 2018
- Fidelity Brokerage Services LLCJun 2014 to Apr 2018
- Fidelity InvestmentsJun 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 6566895
- Firm CRD
- 79