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Jeffrey Angel Gonzalez

J.P. Morgan Securities LLC

Westlake Village, CA

CRD 6820463

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-13
CA RA APPROVED 2021-10-12
  • TX RA
    APPROVED
    Since 2023-03-13
  • CA RA
    APPROVED
    Since 2021-10-12

Branch Locations

3960 E. Thousand Oaks Blvd, Westlake Village, CA 91362 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Agoura Hills CA 06/2017 Present
Journeys/Genesco Inc. Canoga Park CA 10/2014 05/2017
Csuci Learning And Resource Center Camarillo CA 08/2016 04/2017
Jp Morgan Chase Bank Agoura Hills CA 06/2017 09/2021
Jp Morgan Chase Bank Agoura Hills CA 09/2021 Present
  • 06/2017 → Present
    Agoura Hills, CA
  • 10/2014 → 05/2017
    Journeys/Genesco Inc.
    Canoga Park, CA
  • 08/2016 → 04/2017
    Csuci Learning And Resource Center
    Camarillo, CA
  • 06/2017 → 09/2021
    Jp Morgan Chase Bank
    Agoura Hills, CA
  • 09/2021 → Present
    Jp Morgan Chase Bank
    Agoura Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-03
S63 Uniform Securities Agent State Law Examination 2017-08-14
  • S66 Uniform Combined State Law Examination
    2021-09-03
  • S63 Uniform Securities Agent State Law Examination
    2017-08-14
Other Names
  • Jeff Gonzalez
  • Jeffrey A Gonzalez
  • Jeffrey Gonzalez
  • Jeffrey Angel Gonzalez
  • Jeffrey A Gonzalez
  • Jeffrey Gonzalez
  • Jeff Gonzalez
  • Jeffrey Angel Gonzalez Jr.
  • Jeffrey Angel Gonzalez

View on SEC IAPD

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