JG
JG

Jonathon Gonzales

18 Years of Experience
Redlands, CA
2 DisclosuresBroker

Jonathon Gonzales is a registered investment advisor at Wells Fargo Advisors, based in Redlands, CA, with 18 years of industry experience. Jonathon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

27480 W Lugonia Ave, Redlands, CA, 92374

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History

Regulatory History (2)
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Customer Dispute
March 2025
Denied
Customer Dispute
January 2016
Denied
Employment History
Current Registrations
Wells Fargo Advisors
April 2013 - Present · 13 yrs 6 mos
Wells Fargo Clearing Services, LLC
April 2013 - Present · 13 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - April 2013 · 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2013 · 6 mos
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.Broker
March 2008 - May 2009 · 1 yr 2 mos
State Registrations16 states
AZCAFLGAIDILMONMNVOHORSCTXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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