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JG

Jolisa L. Gonzalez

SAGE TRADING COLLECTIVE
Cleveland, OH
Some features on this profile are disabled
CRD#: 7228357
JG
Jolisa Lee GonzalezSAGE TRADING COLLECTIVE

Professional summary

Jolisa Lee Gonzalez, who also goes by Jolisa L Gonzalez, is a registered financial advisor currently at SAGE TRADING COLLECTIVE located in Cleveland, Ohio.

Jolisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jolisa has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Jolisa L 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) - RIA

Click below to view Jolisa Lee 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®
None

Experience

Current

July 15, 2026 - Present

SAGE TRADING COLLECTIVE

RIA
CRD#: 337481
Cleveland, OH

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
Michigan
(7/15/2026)
IAR
North Carolina
(7/15/2026)
IAR
Ohio
(7/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/31/2026
Uniform Investment Adviser Law Examination

Current Firm

ST
SAGE TRADING COLLECTIVE
SAGE TRADING COLLECTIVE | SAGE TRADING COLLECTIVE, LLC

CRD#: 337481 / SEC#:

Michigan
Registered Investment Advisory firm - (7/29/2025 Approved)
North Carolina
Registered Investment Advisory firm - (11/6/2025 Approved)
Ohio
Registered Investment Advisory firm - (7/10/2025 Approved)
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Contact information

Main Address
Sylvania, OH
Mailing Address
Phone number
(419) 350-8981
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1,978
AUM (Assets Under Management)$ 505,000,000

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.

Company Information

SAGE TRADING COLLECTIVE

CRD#: 337481Cleveland, OH

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