Jorge Gonzalez
Jorge Gonzalez is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miami, FL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
200 S Biscayne Blvd, Miami, FL, 33131
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Regulatory History (2)
Customer Dispute
February 2014Criminal
March 2000Other Business Activities
Jorge is a passive investor in NYH Unit LLC, a single-purpose LLC holding an investment, and a managing member of CYMA KC Properties, a family-held LLC holding residential rental properties, dedicating minimal time annually to the latter. He also volunteers on the St. Theresa School Golf Tournament Committee.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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.