Jimmy Gonzalez

Current Employers

Employment History

• 06/2016 → 01/2019
  Perigon Wealth Management, Llc
  Coral Gables, FL
• 05/2017 → 06/2018
  Blueprint Wealth Alliance
  Miami, FL
• 10/2016 → 12/2025
  Anthem Advisors, Llc
  Miami, FL
• 01/2019 → 04/2022
  Slow Capital, Inc
  Greenbrae, CA
• 04/2022 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2018-10-25 → 2022-08-16
  Anthem Advisors, Llc
  Coral Gables, FL
  Boca Raton, FL
  Miami, FL
  Fort Lauderdale, FL
  Coral Gables, FL
  Sunrise, FL
  Miami, FL
  Miami, FL
• 2019-04-30 → 2022-04-05
  Slow Capital, Inc.
  Coral Gables, FL
  Greenbrae, CA
  Miami, FL
  Miami, FL
• 2016-06-16 → 2019-01-07
  Perigon Wealth Management, Llc
  Coral Gables, FL
  San Francisco, CA
• 2017-05-19 → 2018-06-13
  Blueprint Wealth Alliance, Llc
  Miami, FL
• 2015-08-17 → 2016-06-30
  Avant-Garde Advisors Llc
  Coral Gables, FL
  Centennial, CO
• 2016-03-29 → 2016-06-30
  Wealthsource®
  Coral Gables, FL
• 2008-11-10 → 2015-07-27
  Charles Schwab & Co., Inc.
  Miami, FL
  Coral Gables, FL
  Coral Gables, FL
• 2008-01-01 → 2008-10-23
  Wells Fargo Clearing Services, Llc
  Aventura, FL
  Aventura, FL
• 2007-05-16 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Aventura, FL

Other Businesses

1). Dajisali Corp.; not investment-related; 6000 NW 97th Ave, #14, Doral, FL 33178; Cookware Distributor, Senior Advisor; Start 10/2023; 0 hours per month. 2). FIG Food Group, not investment-related; 6000 NW 97th Ave, #14, Doral, FL 33178; Grocery Investment Group, CFO; Start 08/2024; 12 hours per month; 0 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-14
• S63 Uniform Securities Agent State Law Examination
  2006-03-31