Jeffrey
Gonzales

Kwm Partners LLC

CRD#2573544
Investment Advisor
in Austin, TX

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About this Advisor

Jeffrey Gonzales is a financial advisor based in Austin, Texas, working with Kwm Partners LLC. Jeffrey has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Badger Gear, Inc, Wells Fargo Clearing Services, Trajan Wealth, L.L.C, Kwm Partners LLC, Kaia Insurance Group, LLC, and Advice And Planning Services. Jeffrey has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Jeffrey is part of Kwm Partners LLC.

Certifications and Registrations

Series 63, Series 65, Series 66

Office Location

8911 North Capital Of Texas Highway Suite 4200
Austin, TX 78759

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Jeffrey Gonzales Work History

2025 - Present (0 year)

Kwm Partners LLC

2024 - Present (1 year)

Kwm Partners LLC

2024 - Present (1 year)

Kaia Insurance Group, LLC

2021 - 2024 (3 years)

Trajan Wealth, L.L.C

2020 - 2021 (1 year)

Wells Fargo Clearing Services

2016 - 2022 (6 years)

Badger Gear, Inc

2007 - 2016 (9 years)

Advice And Planning Services

1997 - 2016 (19 years)

Tiaa-Cref Individual & Institutional Services, LLC

Disclosures

Please visit the SEC profile of Jeffrey Gonzales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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