Joy Anne Marie
Gonzales
Rockefeller Financial LLC
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About this Advisor
Joy Anne Marie Gonzales is a financial advisor based in Newport Beach, California, working with Rockefeller Financial LLC. Joy has previously held positions at J.P. Morgan Chase Bank, N.A, J.P. Morgan Securities, LLC, Macy's, Bank of America, Victoria's Secret, Rockefeller Financial LLC, and Merrill Lynch. Joy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Joy is part of Rockefeller Financial LLC, which operates out of Newport Beach, California. The firm has 54 offices and 672 employees. The firm manages assets totaling $51.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rockefeller Financial LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$51,821,018,176
672
61,461
$843,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joy Anne Marie Gonzales Work History
Rockefeller Financial LLC
Merrill Lynch
J.P. Morgan Chase Bank, N.A
J.P. Morgan Securities, LLC
Bank Of America
Bank Of America
Macy'S
Victoria'S Secret
Disclosures
Please visit the SEC profile of Joy Anne Marie Gonzales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockefeller Capital Management
New York, NY
New York, NY
Ponte Vedra, FL
Newport Beach, CA
New York, NY
Atlanta, GA
Chicago, IL
Bethesda, MD
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