Jeff Gonzales

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2018
  Edelman Financial Services, Llc.
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2015-01-13 → 2018-11-01
  Edelman Financial Services, Llc
  Pasadena, CA
  Fairfax, VA
  Pasadena, CA
• 2012-02-15 → 2015-01-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corona, CA
  New York, NY
  Corona, CA
  Chino Hills, CA
  Ontario, CA
  Chino Hills, CA
  Chino, CA
  Mira Loma, CA
• 2009-10-16 → 2012-02-14
  Td Ameritrade, Inc.
  Upland, CA
• 2009-10-16 → 2012-02-14
  Td Ameritrade Investment Management, Llc
  Rancho Cucamonga, CA
• 2007-06-05 → 2009-09-29
  Charles Schwab & Co., Inc.
  Glendale, CA
  Pasadena, CA

Other Businesses

(1) JEFF GONZALES POSITION: Owner; NATURE: Rental Property; INVESTMENT RELATED: No; NUMBER OF HOURS: 0; SECURITIES TRADING HOURS: 0; START DATE: 08/01/2017; ADDRESS: 3852 Ash St, Lake Elsinore CA 92530, United States; DESCRIPTION: No duties. Management company handles property.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-01

Other Names

• Jeff Randall Gonzales