Juan I Gonzalez
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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.
- Equitable Advisors, LLC.Jun 2025 to now
- Martin Gutierrez - Equitable Advisors, LLC.Jun 2025 to now
- Bank of America, N.A.Jan 2023 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Jun 2025
- Cmg FinancialMar 2022 to Nov 2022
- Rocky Mountain Mortgage Co.Sep 2020 to Feb 2022
- Subaru of El PasoApr 2019 to Aug 2020
- UnemployedFeb 2019 to Apr 2019
- Mesilla Valley TransportationMay 2018 to Feb 2019
- Dorney Security Systems IncMay 2018 to May 2018
- Smile Direct ClubFeb 2018 to Apr 2018
- UnemployedJan 2018 to Feb 2018
- Elite Solar ConceptsSep 2017 to Dec 2017
- Casa FordFeb 2017 to Aug 2017
- Garcia Audi of El PasoMar 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7656228
- Firm CRD
- 6627