JG
CFP
JG
CFP

James Patrick Gonzales

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$245.1M

Fee Structure

Minimum Investment:$250K
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Location

743 W. Main Street, Coppell, TX, 75019

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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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Employment History
Current Registrations
Optimus Capital Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
Charles Schwab & CO., INC.
February 2020 - April 2025 · 5 yrs 2 mos
Charles Schwab & CO., INC.Broker
July 2018 - April 2025 · 6 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
James Patrick Gonzales - Financial Advisor | TrueAdvisor