Joaquin Eduardo Gonzalez

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 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

• 05/2009 → 08/2017
  Jpmorgan Chase Bank
  Aventura, FL
• 10/2012 → 08/2017
  J.P. Morgan Securities Llc
  Miami, FL
• 08/2017 → Present
  Citigroup
  Key Biscayne, FL

Other Businesses

Rental Property - Miami Lakes, FL; Investment-related; Affiliation started on 11/01/2020; Title: Owner/ Landlord; Duties: rental of the unit, collecting rent, and maintenance to the unit; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-16
• S63 Uniform Securities Agent State Law Examination
  2015-01-22

Other Names

• Joaquin Gonzalez
• Jack Gonzalez
• Joaquin E Gonzalez
• Jack Gonzalez