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JG

Jorge A. Gonzalez

MIAMI, FL 33131
CRD#: 5804887
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JG
Jorge A Gonzalez

Professional summary


Jorge A Gonzalez, who also goes by Jorge Alberto Gonzalez, was a registered financial professional .

Jorge is registered as a RR (Registered Representative) and started their career in finance in 2011. Jorge had worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 7TO, SIE, Series 7, Series 79 and Series 24 exams.

Aliases


Jorge Alberto Gonzalez

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 24, 2026 - Present

Office #1: 1221 Brickell Ave Suite 900, Miami, FL 33131
MIAMI, FL
Past

August 17, 2011 - June 2, 2014

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/24/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/24/2026
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/14/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/12/2026
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current firm


No current employment

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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