Jose A Gonzalez

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 08/2024 → Present
  Morgan Stanley
  Tampa, FL
• 05/2024 → Present
  The Cheesecake Factory
  Tampa, FL
• 01/2022 → 12/2022
  Knack Technologies
  Tampa, FL
• 05/2022 → 12/2022
  University Of South Florida Muma College Of Business
  Tampa, FL
• 05/2020 → 09/2021
  Kforce Inc.
  Tampa, FL
• 05/2016 → 02/2017
  Alorica
  Austin, TX
• 08/2017 → 08/2018
  Texas State University
  San Marcos, TX
• 08/2018 → 12/2020
  University Of South Florida College Of Arts And Sciences
  Tampa, FL
• 05/2021 → 05/2023
  University Of South Florida Muma College Of Business
  Tampa, FL
• 11/2022 → 04/2024
  Applebee's
  Tampa, FL
• 07/2016 → 07/2017
  Austin Community College
  Tampa, FL

Other Businesses

*608952 - Gonzalez Daughter and Son Transport Inc; Investment related -No; Tampa, Florida; Automotive/Transportation; Vice President (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 0; After business hours: 1; Business Development/Growth *709553- Flamestone American Grill; Investment related: No; Oldsmar, Florida; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 25; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19
• S63 Uniform Securities Agent State Law Examination
  2024-12-03

Other Names

• Jose A Gonzalez
• Jose A Gonzalez Gonzalez