Jeisier Raul Gonzalez

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 12/2018
  Full-Time Education
  Kissimmee, FL
• 01/2018 → 12/2018
  Reebok
  Orlando, FL
• 01/2019 → 01/2022
  Cima Realty
  Orlando, FL
• 04/2022 → 11/2022
  Lennar
  Orlando, FL
• 12/2022 → 03/2023
  Oakstrand Realty
  St Petersburg, FL
• 03/2023 → 11/2023
  Charles Schwab & Co., Inc
  Orlando, FL
• 11/2023 → 12/2024
  Wells Fargo Clearing Services, Llc
  Kissimmee, FL
• 11/2023 → 12/2024
  Wells Fargo Bank, Na
  Kissimmee, FL
• 01/2025 → 08/2025
  Morgan Stanley
  Orlando, FL
• 01/2026 → Present
  Ubs Financial Services Inc.
  Winter Park, FL
• 08/2025 → 01/2026
  Unemployed
  Kissimmee, FL

Previous Registrations

• 2025-03-10 → 2025-08-12
  Morgan Stanley
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07
• S63 Uniform Securities Agent State Law Examination
  2023-07-26

Other Names

• Jeisier Gonzalez Pardo
• Jeisier R Gonzalezpardo
• Jeisier R Gonzalez
• Jeisier Gonzalez
• Jeisier Raul Gonzalez Pardo
• Jeisier Raul Gonzalez