JN
JN

Jose Luis Gonzalez Narro

6 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
Loading...

Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jose is an Investment Adviser Representative with Intercam Advisors, Inc. since May 2022, dedicating about a quarter of his time. He is also a partner in a real estate holding company since 2018, but spends minimal time on it.

Employment History
Current Registrations
Stonex International Advisors INC
July 2022 - Present · 3 yrs 7 mos
Stonex International Securities INC.Broker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Edward Jones
November 2018 - February 2022 · 3 yrs 3 mos
Edward JonesBroker
September 2018 - February 2022 · 3 yrs 5 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.