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Gabriel Gonzalez

World Investment Advisors, LLC

Austin, TX

CRD 7147231

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Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-21
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

3006 Bee Caves Rd., Suite A250, Austin, TX 78746 • 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
World Investments, Llc Lincroft NJ 05/2026 Present
World Investment Advisors, Llc Lincroft NJ 05/2026 Present
Vanguard Group Scottsdale AZ 07/2019 06/2022
Ihop Tucson AZ 06/2019 06/2019
Tucson Unified School District Tucson AZ 03/2019 06/2019
Jimmy's Pita And Poke Tucson AZ 03/2018 12/2018
University Of Arizona Tucson AZ 08/2016 04/2017
La Fitness Phoenix AZ 06/2016 09/2016
Redwood Investment Mgmt, Llc/ Northern Lights Distributors, Llc Scottsdale AZ 07/2022 02/2024
Capital Group / American Funds Distributors, Inc. San Antonio TX 04/2024 07/2025
Capital Client Group, Inc. San Antonio TX 04/2024 07/2025
Northern Lights Distributors, Llc Scottsdale AZ 07/2022 02/2024
Unemployed Tucson AZ 05/2017 02/2018
Unemployed Tucson AZ 01/2019 02/2019
Unemployed Tucson AZ 03/2024 03/2024
J.P. Morgan Securities Llc Austin TX 08/2025 05/2026
Jpmorgan Chase Bank, N.A. Austin TX 08/2025 05/2026
  • 05/2026 → Present
    World Investments, Llc
    Lincroft, NJ
  • 05/2026 → Present
    Lincroft, NJ
  • 07/2019 → 06/2022
    Vanguard Group
    Scottsdale, AZ
  • 06/2019 → 06/2019
    Ihop
    Tucson, AZ
  • 03/2019 → 06/2019
    Tucson Unified School District
    Tucson, AZ
  • 03/2018 → 12/2018
    Jimmy's Pita And Poke
    Tucson, AZ
  • 08/2016 → 04/2017
    University Of Arizona
    Tucson, AZ
  • 06/2016 → 09/2016
    La Fitness
    Phoenix, AZ
  • 07/2022 → 02/2024
    Redwood Investment Mgmt, Llc/ Northern Lights Distributors, Llc
    Scottsdale, AZ
  • 04/2024 → 07/2025
    Capital Group / American Funds Distributors, Inc.
    San Antonio, TX
  • 04/2024 → 07/2025
    Capital Client Group, Inc.
    San Antonio, TX
  • 07/2022 → 02/2024
    Northern Lights Distributors, Llc
    Scottsdale, AZ
  • 05/2017 → 02/2018
    Unemployed
    Tucson, AZ
  • 01/2019 → 02/2019
    Unemployed
    Tucson, AZ
  • 03/2024 → 03/2024
    Unemployed
    Tucson, AZ
  • 08/2025 → 05/2026
    Austin, TX
  • 08/2025 → 05/2026
    Jpmorgan Chase Bank, N.A.
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2019-12-20
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2019-12-20
Other Names
  • Gabe Gonzalez
  • Gabriel Gonzalez
  • Gabriel Enrique Gonzalez
  • Gabriel E Gonzalez

View on SEC IAPD

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