Liedena Jacqueline Gonzalez

Current Employers

Employment History

• 05/2016 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2016 → 07/2023
  Bank Of America, N.A.
  Miami, FL
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 07/2023 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 03/2024 → Present
  Bni - Business Network International
  Miami, FL
• 03/2026 → Present
  Alma Financiera
  Miami, FL

Previous Registrations

• 2016-09-06 → 2023-07-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Miami, FL

Other Businesses

Entity Name: BNI - Business Network International Investment related: No "Address: bni.com" Miami Florida 33178 Nature of the other business: Business Network Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: BNI is the worlds largest business referral network. with nearly 11,000 chapters around the world. its a membership based referral network in order to experience business growth, develop meaningful long term relationships and sharpen business skills. I see BNI as a tool to support business growth at JPMC, they are looking for a chapter launch coach in DOral, FL which is one of my verticals as many of my clients are in this area. this opportunity will allow to further my connections in the area" I*94669 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JUNIOR ACHIEVEMNT MIAMI DADE INVESTMENT RELATED: N ADDRESS OF BUSINESS: MIAMI, FLORIDA 33168 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/3/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: I AM ON THE YOUNG PROFESSIONALS BOARD FINDING WAYS TO RAISE FUNDS FOR THE ORGANIZATION IN ORDER TO FUND MORE PROGRAMS AT MIAMI-DADE SCHOOLS.JUNIOR ACHIEVEMENT IS A NON-PROFIT BRINGING PROGRAMS TO SCHOOLS TARGETING FINANCIAL LITERACY AMONGST THE YOUTH I*123839 For profit or not for profit: For-Profit Organization Name of outside business organization: Our tribe Family Boutique Investment related: N Address of business: miamia, Florida 33178 Nature of business: Family Business, Position, title, association: Owner, Start date of relationship: 5/24/2019 Number of hours devoted: 16 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Its an online boutique that my family is creating and i will be a part of. My mother is the one who makes the clothing and it will be sold online. Site has not launched yet, soon to be launched. Entity Name: ALMA FINANCIERA Investment related: No "Address: Private Residence" Nature of the other business: Social Media Content Position/Title/Relationship: Owner/Partner Start Date: 03/25/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: an online community to help Latin women with financial literacy, also helping them on how to speak to their kids about money and saving. Everything is high level, no recommendations. This is strictly online social media community. NOT connected to JP Morgan chase - i do not mention who i work for, the role is NOT similar to what i do as i would NOT be giving advice, nor am i selling anything - support in Spanish for Latin women. using my expertise to build a financial support community. insta & FB. + financial journal to sell on amazon. It will NOT have my name on it just the brand alma financiera-in spanish to help plan, budget, save and protect. my sister who is graphic designer is designing the planner, I'm just investing to get it produced and placed on amazon

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-01
• S63 Uniform Securities Agent State Law Examination
  2014-12-22

Other Names

• Jackie Gonzalez
• Jacqueline Gonzalez-Guerra
• Liedena J Gonzalez
• Jacqueline Guerra
• Jackie I Gonzalez
• Liedena Jacqueline Gonzalez
• Jacqueline Gonzalez