Jeffrey W. Gonzales
Professional summary
Jeffrey Wade Gonzales, who also goes by Jeff Wade Gonzales, Jeff Gonzales, Jeffrey W Gonzales, Jeffrey Wade Gonzales, Jeffrey Gonzales, Jeffrey Wade Gonzales, is a registered financial advisor currently at KWM PARTNERS LLC located in Austin, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jeffrey has worked at 5 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7, Series 51, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Wade Gonzales's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2025 - Present
KWM PARTNERS LLC
Office #1: 8911 North Capital Of Texas Highway Suite 4200, Austin, TX 78759December 9, 2021 - July 23, 2024
TRAJAN WEALTH, L.L.C.
January 31, 2020 - December 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2020 - December 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
July 19, 2007 - November 7, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 17, 1997 - November 7, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
February 8, 1995 - December 22, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/20/2025)
Exams
Series 7TO
Date: 1/3/2020
General Securities Representative ExaminationCurrent Firm
KWM PARTNERS LLC
CRD#: 334428 / SEC#:
Contact information
Red Flags
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