JimmyGonzalez- Financial Advisor Coral Gables, FL

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About Jimmy Gonzalez

Jimmy began his career in the financial services industry over 20 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbed through the ranks and worked in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award.

Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane, and their dog Pepper. They are committed to the local community by being involved with The Golden Canes Society at the University of Miami whose mission is to strengthen the academic and athletic excellence of the University of Miami's student-athletes.

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General Information

Firm Start Year

2015

No. of Employees

CRD#

4271692

Firm CRD#

143440

Name of Custodial Firm

Fidelity, TD Ameritrade & Betterment Institutional

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC^®

Securities Licenses

Series 63, Series 65

Firm Information

Firm's Number of Clients

100+

Firm's Number of Planning Clients

100+

Firm's Number of Managed Clients

100+

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

$500,000

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-Anthem-Advisors-detailed-disclosure.html

Disclaimer

Anthem Advisors, LLC is an independent advisory firm, registered with the SEC as a DBA under Belpointe Asset Management LLC. a Registered Investment Advisor. Investment Advisory services are offered through Belpointe Asset Management LLC

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Paladin Research Report For:

Jimmy Gonzalez

Anthem Advisors