JG
JG

Joseph Gonzales

12 Years of Experience
San Antonio, TX
Broker

Joseph Gonzales is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph works as a delivery specialist for Just Lovely Wedding and Event Planning, dedicating approximately 60 hours per month. Joseph also works as a customer service representative for Lowes Home Improvement, dedicating approximately 100 hours per month.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2015 - June 2023 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2015 - June 2023 · 7 yrs 11 mos
Ameriprise Financial Services, INC.Broker
December 2013 - June 2015 · 1 yr 6 mos
Ameriprise Financial Services, INC.
December 2013 - June 2015 · 1 yr 6 mos
Thrivent Investment Management INC.
January 2013 - June 2013 · 5 mos
Thrivent Investment Management INC.Broker
December 2012 - June 2013 · 6 mos
State Registrations34 states
ALARAZCACOCTFLGAHIIAIDILINKSKYLAMDMIMNMOMSNENMNYOKORSCTNTXUTVAWAWIWV
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.