Jeffrey Wade 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 Conroe, 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,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Wade Gonzales, Jeff Gonzales, Jeffrey W Gonzales, Jeffrey Wade Gonzales, Jeffrey Gonzales, Jeffrey Wade Gonzales
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
KWM PARTNERS LLC
Contact Information
Main Address
96 Beach Walk Blvd Suite 1243, Conroe, TX 77304Phone Number
(512) 354-7599# of Employees
2Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(2/20/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2001About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Wade Gonzales's CRS (Customer Relationship Summary).
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