Jaime Gonzalez

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 05/2010 → 09/2019
  Jpmorgan Chase Bank Na
  Houston, TX
• 10/2012 → 09/2019
  J.P. Morgan Securities Llc
  Houston, TX
• 09/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Houston, TX
• 09/2019 → Present
  Jp Morgan Securities Llc
  Houston, TX

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/1/2016 ADDRESS: 13202 HOUSTON, TX DETAILS: rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2019-04-16
• S63 Uniform Securities Agent State Law Examination
  2010-07-02

Other Names

• Jaime Gonzales