Juan I Gonzalez

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 10/2022 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 03/2022 → 11/2022
  Cmg Financial
  El Paso, TX
• 09/2020 → 02/2022
  Rocky Mountain Mortgage Co.
  El Paso, TX
• 04/2019 → 08/2020
  Subaru Of El Paso
  El Paso, TX
• 02/2019 → 04/2019
  Unemployed
  El Paso, TX
• 05/2018 → 02/2019
  Mesilla Valley Transportation
  El Paso, TX
• 02/2018 → 04/2018
  Smile Direct Club
  El Paso, TX
• 01/2018 → 02/2018
  Unemployed
  El Paso, TX
• 09/2017 → 12/2017
  Elite Solar Concepts
  Phoenix, AZ
• 02/2017 → 08/2017
  Casa Ford
  El Paso, TN
• 03/2016 → 02/2017
  Garcia Audi Of El Paso
  El Paso, TX
• 05/2018 → 05/2018
  Dorney Security Systems Inc
  El Paso, TX
• 01/2023 → 06/2025
  Bank Of America, N.A.
  El Paso, TX
• 06/2025 → Present
  Equitable Advisors, Llc.
  New York, NY
• 06/2025 → Present
  Martin Gutierrez - Equitable Advisors, Llc.
  El Paso, TX

Previous Registrations

• 2023-04-11 → 2025-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Cruces, NM
  Las Cruces, NM
  El Paso, TX
  El Paso, TX
  New York, NY
  El Paso, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-02-23

Other Names

• John I Gonzalez
• Juan I Gonzalez
• Juan Isaac Gonzalez