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Gabriel Ramos

17 Years of Experience
Chandler, AZ
BrokerSells Insurance

Gabriel Ramos is a registered investment advisor at Cetera Investment Advisers LLC, based in Chandler, AZ, with 17 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Chandler, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gabriel owns JCG Wealth Management LLC, where he works as a financial advisor full-time. He also works as an insurance agent selling life, disability, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
March 2013 - Present · 13 yrs 2 mos
Cetera Advisors LLCBroker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
March 2013 - March 2024 · 11 yrs
Edward Jones
September 2008 - March 2013 · 4 yrs 6 mos
Edward JonesBroker
August 2008 - March 2013 · 4 yrs 7 mos
State Registrations17 states
AKAZCACOFLKSMAMDNCNMNVOHTNTXUTVAWV
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.