Brian Edward 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

• 12/2021 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Van Nuys, CA
• 09/2017 → 10/2021
  Orange County's Credit Union
  Long Beach, CA
• 03/2016 → 09/2017
  R.W. Selby & Co.
  Los Angeles, CA
• 11/2021 → 11/2021
  Unemployed
  Fullerton, CA
• 03/2024 → Present
  J.P. Morgan Securities Llc
  La Canada, CA
• 03/2024 → Present
  Jpmorgan Chase Bank, N.A.
  La Canada, CA

Previous Registrations

• 2022-04-26 → 2024-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynwood, CA
  Van Nuys, CA
  New York, NY
  Van Nuys, CA
  Van Nuys, CA
  Lynwood, CA
  Van Nuys, CA
  Van Nuys, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25

Other Names

• Brian Gonzalez