Jeisier Raul Gonzalez
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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
13 years in the industry.
- UBS Financial Services Inc.Jan 2026 to now
- UnemployedAug 2025 to Jan 2026
- Morgan StanleyJan 2025 to Aug 2025
- Wells Fargo Bank, NANov 2023 to Dec 2024
- Wells Fargo Clearing Services, LLCNov 2023 to Dec 2024
- Charles Schwab & Co., IncMar 2023 to Nov 2023
- Oakstrand RealtyDec 2022 to Mar 2023
- LennarApr 2022 to Nov 2022
- Cima RealtyJan 2019 to Jan 2022
- ReebokJan 2018 to Dec 2018
- Full-time EducationMar 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7706662
- Firm CRD
- 8174