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Juan Carlos Gonzalez

J.P. Morgan Securities LLC

Dallas, TX

CRD 7064220

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-28
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

15202 Montfort Rd Fl 1, Dallas, TX 75248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank (Tx) Dallas TX 01/2015 Present
Jpmorgan Chase Bank (Tx) Dallas TX 01/2015 03/2017
Eastfield College Mesquite TX 08/2010 12/2016
J.P. Morgan Securities Llc Dallas TX 01/2019 Present
Uber Eats Addison TX 12/2023 10/2025
  • 01/2015 → Present
    Jpmorgan Chase Bank (Tx)
    Dallas, TX
  • 01/2015 → 03/2017
    Jpmorgan Chase Bank (Tx)
    Dallas, TX
  • 08/2010 → 12/2016
    Eastfield College
    Mesquite, TX
  • 01/2019 → Present
    Dallas, TX
  • 12/2023 → 10/2025
    Uber Eats
    Addison, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-21
S63 Uniform Securities Agent State Law Examination 2019-04-23
  • S66 Uniform Combined State Law Examination
    2026-04-21
  • S63 Uniform Securities Agent State Law Examination
    2019-04-23
Other Names
  • Carlos Gonzalez
  • Carlos Gonzalez
  • Juan C Gonzalez

View on SEC IAPD

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