Jose A Gonzalez
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 feeCommissionsPerformance-basedOther
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.
- Morgan StanleyAug 2024 to now
- The Cheesecake FactoryMay 2024 to now
- Applebee'sNov 2022 to Apr 2024
- Knack TechnologiesJan 2022 to Dec 2022
- University of South Florida Muma College of BusinessMay 2021 to May 2023
- Kforce Inc.May 2020 to Sep 2021
- University of South Florida College of Arts and SciencesAug 2018 to Dec 2020
- Texas State UniversityAug 2017 to Aug 2018
- Austin Community CollegeJul 2016 to Jul 2017
- AloricaMay 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7656425
- Firm CRD
- 149777