Brisa Gonzales

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/2020 → 01/2021
  Jakes Finer Foods
  Houston, TX
• 08/2020 → 12/2022
  Our Lady Of The Lake
  San Antonio, TX
• 05/2022 → 12/2022
  Beneficent Financial
  San Antonio, TX
• 01/2023 → Present
  Beneficent Financial
  San Antonio, TX
• 08/2015 → 08/2019
  George Ranch High School
  Richmond, TX
• 08/2019 → 12/2022
  Our Lady Of The Lake University
  San Antonio, TX
• 05/2022 → 09/2025
  Momentum Independent Network Inc.
  San Antonio, TX
• 09/2025 → Present
  Raymond James Financial Services Inc.
  San Antonio, TX
• 09/2025 → Present
  Raymond James Financial Services Advisors Inc.
  San Antonio, TX

Previous Registrations

• 2024-07-08 → 2025-09-08
  Momentum Independent Network Inc.
  San Antonio, TX

Other Businesses

Beneficent Financial not investment related San Antonio, TX DBA/Support Company Advisor start date: 01/2023 0 hrs per month 0 during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2023-04-04

Designations

• Certified Financial Planner