Fernando Jose Gonzalez

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 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

• 11/2007 → Present
  Ubs Financial Services Of Puerto Rico
  San Juan, PR

Other Businesses

1. Baraka Coffee Co., It is a boutique coffee roaster focused on uplifting the Puerto Rican coffee industry. Founded in 2014, Partner, I would become a Silent Partner; will not have any duty day to day with this company; my day to day activities are 100% being a Financial Advisor at UBS. When deciding in future decision I would be able to tell them my point of view; at the end it will always be their company. I see it as a way to make an investment outside of my portfolio that might help two of my best friends grow their company. If (WHEN) it becomes profitable in the future; I could get a special dividend at the end of the year as a Silent Partner (or whenever they decide as a company); I will not have a salary or any type of compensation. If the company declares a Special Dividend; that dividend will then be divided to the possible 3 partners (If I'm approved), start date-1/1/2022, San Juan Puerto Rico-00909.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-12

Other Names

• Fernando J Gonzalez
• Fernando Jose Gonzalez Del Valle