James P. Gonzales
Professional summary
James Patrick Gonzales II, who also goes by James Patrick Gonzales, is a registered financial advisor currently at WPWEALTH LLP located in Coppell, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. James has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Patrick Gonzales II's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2026 - Present
WPWEALTH LLP
Office #1: 743 W. Main Street, Coppell, TX 75019April 24, 2025 - September 10, 2026
OPTIMUS CAPITAL ADVISORS, LLC
February 3, 2020 - April 19, 2025
CHARLES SCHWAB & CO., INC.
July 9, 2018 - April 19, 2025
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/9/2026)
Exams
What does exam status mean?
Series 10
Passed: 7/15/2019
Series 9
Passed: 2/14/2019
Current Firm
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
Contact information
SEC notice filing (1 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 1,622 |
| AUM (Assets Under Management) | $ 1,167,914,964 |
Red Flags
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