Juan Jose Gonzales-gascon
Investment adviser representative at Northrock Partners, LLC
10 yearsExperience
1 stateRegistered in
$12.2BFirm assets
13 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Northrock Partners, LLCJul 2025 to now
- Ameriprise Financial Services, LLCAug 2023 to Jul 2025
- State StreetSep 2022 to Aug 2023
- Dome ConstructionApr 2021 to Sep 2022
- UnempoyedFeb 2021 to Mar 2021
- UpsNov 2020 to Jan 2021
- UnemployedJul 2020 to Nov 2020
- Fred's Mexican CafeMar 2018 to Jun 2020
- 24 Hour FitnessDec 2017 to Sep 2018
- San Diego State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Northrock Partners, LLC
$12.2BAssets managed
4,811Clients
92Advisers
13 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
- 7805291
- Firm CRD
- 167908