JimmyGonzalez- Financial Advisor Coral Gables, FL

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About Jimmy Gonzalez

As the Capital Architect and leader of GFO, Jimmy is dedicated to eliminating the Chaos of Complex Wealth for entrepreneurs and investors. After two decades spent mastering the structure of complex capital across institutions like Merrill Lynch and Morgan Stanley, Jimmy developed a singular focus: replacing fragmented advice with integrated, structural certainty. Today, he uses the proprietary Perpetual Capital Framework (PCF)a system designed to deliver Definitive Clarity and ensure client success translates into guaranteed Generational Continuity.

A lifelong Miamian, his commitment to building lasting excellence in the local community continues alongside his wife, Diane, through their involvement with The Golden Canes Society at the University of Miami.

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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

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

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Financial Planning for Businesses

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

Certifications, Accreditations & Designations

CRPC^®

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

1,000,000

Compensation Methods

Based on Assets, Flat Fee

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

Investment Advice is offered through Belpointe Asset Management, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SECs website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/

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Paladin Research Report For:

Jimmy Gonzalez

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