Jimmy Gonzalez

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About Jimmy Gonzalez

Jimmy Gonzalez is the Founder of Gables Family Office, a private wealth firm built for entrepreneurs and families with multi-generational complexity.

Jimmy began his career on Wall Street, working with Merrill Lynch, Morgan Stanley, AG Edwards, and Charles Schwab where he served as Vice President across two decades of work with high-net-worth clients.

In 2015, he left Wall Street to found Anthem Advisors, where he spent 10 years as Founder and Managing Partner. Anthem grew into a five-advisor firm serving high-net-worth households across a broad set of specialties.

In October 2025, Jimmy stepped away to found Gables Family Office (GFO) a smaller, more specialized practice built around the kind of firm he himself needed as an entrepreneur running operating businesses alongside his wealth practice. His most valued client relationships came with him.

GFO is built around the 13 components of Private Wealth Architecture the framework Jimmy uses to integrate every household's tax, estate, investment, and business decisions into a single coherent system.

Jimmy is also co-founder and CFO of Florida Independent Grocers, a South Florida grocery investment group. He doesn't advise from the sidelines he runs operating businesses alongside his clients. That's why GFO exists.

A lifelong Miamian, Jimmy lives in Coral Gables with his wife Diane.

See Disclosures

General Information

Firm Start Year

2025

No. of Employees

CRD#

4271692

Firm CRD#

143440

Name of Custodial Firm

Fidelity Investments & Altruist

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

100 mil+

Advisor's Number of Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

2,000,000

Compensation Methods

Flat Fee, Hourly, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886766/paladinregistry-GFO-detailed-disclosure.html

Disclaimer

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Paladin Research Report For:

GFO