JG
Jeremy A. Gonzalez
TLG ADVISORS
San Diego, CA 92108
Some features on this profile are disabled
CRD#: 3138329
JG
Professional summary
Jeremy Andre Gonzalez is a registered financial advisor currently at TLG ADVISORS, INC. located in San Diego, California.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeremy has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1.) ALPHA GLOBAL INVESTMENTS LLC - 10/12/2010 - 1660 Hotel Circle N, Suite 304, San Diego, CA 92108 - President, Sales, Invt Rel, RIA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 5/8/2025 - 1660 Hotel Circle N, Suite 304, San Diego, CA 92108 - Agent, Selling life & FIA, Not Invt Rel, Insurance business, 10 hrs/mo; 0 hrs/mo (during trading hours). 3) Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 07/2023, 160 hours per month and 120 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Andre Gonzalez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 20, 2025 - Present
TLG ADVISORS, INC.
Office #1: 1660 Hotel Circle N, Suite 304, San Diego, CA 92108RIA
CRD#: 111052
San Diego, CA
Past
July 25, 2023 - October 8, 2025
FORTHRIGHT CAPITAL ADVISORY
RIA
CRD#: 323596
SAN DIEGO, CA
Past
January 14, 2014 - October 10, 2024
ALPHA GLOBAL INVESTMENTS
RIA
CRD#: 154575
SAN DIEGO, CA
Past
October 12, 2010 - December 31, 2013
ALPHA GLOBAL INVESTMENTS
RIA
CRD#: 154575
SAN DIEGO, CA
Past
May 22, 2008 - August 12, 2010
TD AMERITRADE, INC.
BD
CRD#: 7870
SAN DIEGO, CA
Past
May 20, 2008 - August 12, 2010
TD AMERITRADE, INC.
RIA
CRD#: 7870
SAN DIEGO, CA
Past
May 20, 2008 - August 12, 2010
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
LA JOLLA, CA
Past
June 20, 2007 - December 31, 2007
PACIFIC COAST WEALTH MANAGEMENT, LLC
RIA
CRD#: 142572
SAN DIEGO, CA
Past
September 27, 2004 - June 6, 2006
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN DIEGO, CA
Past
September 27, 2004 - June 6, 2006
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN DIEGO, CA
Past
October 31, 2003 - September 28, 2004
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
ENCINITAS, CA
Past
October 31, 2003 - September 28, 2004
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
October 1, 2002 - October 20, 2003
INTRA NETWORK SECURITIES, INC.
BD
CRD#: 41119
RANCHO SANTA FE, CA
Past
May 24, 2001 - September 17, 2002
FORTA FINANCIAL GROUP, INC.
BD
CRD#: 28784
AUSTIN, TX
Past
February 23, 2000 - June 5, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
August 20, 1999 - April 27, 2001
INTRA NETWORK SECURITIES, INC.
BD
CRD#: 41119
RANCHO SANTA FE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
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Contact information
Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
Red Flags
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.
