Janis Ann Gonzalez

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2015 → 07/2022
  Jp Morgan Securities Llc
  San Antonio, TX
• 02/2023 → 05/2025
  Unemployed/Homemaker
  San Antonio, TX
• 05/2025 → Present
  Fidelity Investments
  San Antonio, TX
• 08/2020 → 02/2023
  Hot Noize
  Atlanta, GA

Previous Registrations

• 2017-02-28 → 2022-07-27
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX
  Plano, TX
  Westerville, OH
  San Antonio, TX
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-01
• S66 Uniform Combined State Law Examination
  2017-02-21