Hector Miguel Gonzalez

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

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

Current Employers

Employment History

• 07/2009 → 03/2019
  Jpmorgan Chase Bank Na/Securities Llc
  Campbell, CA
• 03/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America
  San Jose, CA
• 05/2022 → 01/2025
  Fidelity Investments
  San Jose, CA
• 01/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2022-06-10 → 2025-01-06
  Fidelity Personal And Workplace Advisors
  Hollister, CA
• 2019-03-06 → 2022-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Hollister, CA
• 2015-03-13 → 2019-03-15
  J.P. Morgan Securities Llc
  Campbell, CA
  Fremont, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Santa Clara, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-02-27
• S63 Uniform Securities Agent State Law Examination
  2010-03-09

Designations

• Certified Financial Planner

Other Names

• Hector M Gonzalez
• Hector Gonzalez