Jeremy Alexander Gonzalez
Investment adviser representative at Transamerica Financial Advisors, LLC
14 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 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
14 years in the industry.
- Transamerica Financial Advisors, LLCMay 2026 to now
- InstacartMar 2026 to now
- Inheritguard, LLCJul 2024 to now
- Systechmatic IncJul 2024 to now
- Legend Ld IncJun 2024 to now
- RoverJan 2024 to now
- Jeremy GonzalezAug 2023 to now
- WfgiaMay 2018 to now
- DoordashJan 2017 to now
- UberApr 2016 to now
- Transamerica Financial Advisors, IncSep 2021 to Aug 2024
- Lspn Pro LLCAug 2021 to Jul 2024
- Legend Leadership DevelopmentFeb 2020 to Dec 2022
- American Realty ServicesOct 2016 to Mar 2020
- Grade Potential TutoringJul 2016 to May 2017
- LyftApr 2016 to Mar 2020
- StudentAug 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 7228917
- Firm CRD
- 16164