Jeremy Andre Gonzalez

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 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:

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

Current Employers

Employment History

• 10/2010 → Present
  Alpha Global Investments
  San Diego, CA
• 05/2023 → Present
  Forthright Capital Advisory
  Las Vegas, NV
• 05/2023 → Present
  Forthright Capital Partners
  Las Vegas, NV

Previous Registrations

• 2023-07-25 → 2025-10-08
  Forthright Capital
  San Diego, CA
  Las Vegas, NV
• 2014-01-14 → 2024-10-10
  Alpha Global Investments
  San Diego, CA
• 2010-10-12 → 2013-12-31
  Alpha Global Investments
  San Diego, CA
• 2008-05-20 → 2010-08-12
  Td Ameritrade, Inc.
  Carlsbad, CA
  San Diego, CA
• 2008-05-20 → 2010-08-12
  Td Ameritrade Investment Management, Llc
  Carlsbad, CA
  La Jolla, CA
• 2007-06-20 → 2007-12-31
  Pacific Coast Wealth Management, Llc
  San Diego, CA
• 2004-09-27 → 2006-06-06
  Lpl Financial Llc
  San Diego, CA
• 2003-10-31 → 2004-09-28
  Ameriprise Advisor Services, Inc.
  Encinitas, CA

Other Businesses

1.) ALPHA GLOBAL INVESTMENTS LLC - 10/12/2010 - 1660 Hotel Circle N, Suite 304, San Diego, CA 92108 - President, Sales, Invt Rel, RIA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 5/8/2025 - 1660 Hotel Circle N, Suite 304, San Diego, CA 92108 - Agent, Selling life & FIA, Not Invt Rel, Insurance business, 10 hrs/mo; 0 hrs/mo (during trading hours). 3) Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 07/2023, 160 hours per month and 120 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-25
• S63 Uniform Securities Agent State Law Examination
  2001-07-23