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Jeremy A. Gonzalez, MSAPM

Over 16 yrs of market experience creating custom portfolios across the global investment spectrum.

Alpha Global Investments
OWNER

San Diego

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Alpha Global Investments 9 years, 2 months Oct 2010 - Present
Alpha Global Investments 9 years, 7 months May 2010 - Present
Td Ameritrade, Inc 2 years, 5 months May 2008 - Oct 2010
Pacific Coast Wealth Management, LLC 4 years May 2006 - May 2010

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute

Articles and Answers

Insights by Jeremy Gonzalez

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Answers

Ask a financial questionAsk a question
How do I get my 401k from an employer I'm no longer employed with?
You need to contact the plan administrator. If you are unsure of who this is, typically your HR contact should have that information for you. Once you contact your plan administrator, you want to let him/her know you are wanting to either roll your old 401K into a rollover IRA or take a distribution...  (more)
Answered Jan 2015
I have a 401K with a former employer who was recently bought. Wondering if I should transfer the funds and where?
Ansu, There are a few things to consider. 1.) What is your level of investment experience? 2.) Do you feel comfortable going at it alone with an online broker dealer (i.e. Schwab, TD, or Fidelity)? 3.) Do you have the time and energy to do some research to invest your money once it gets to it's fin...  (more)
Answered Jan 2015
I need to find out about my retirement. I haven't worked for the company for several years. How do I do this ?
Janet, At this stage, here are a couple options for you. 1.) Have you received a quarterly statement recently? I would use the contact information from your account statement and get in touch with the plan administrator. 2.) If you haven't received a statement b/c maybe you moved then I would conta...  (more)
Answered Jan 2015
Need help to analyze my financial portfolio?
Naren, You have come to right place in search of help. There are plenty of people on this platform that can help you and your wife. As a few have already stated, the first thing you have to ask yourself is, how important is a local Advisor. Secondly, I would highly recommend interviewing at least 2...  (more)
Answered Jan 2015
Short and long term investing?
Catherine, Let me start off by first saying, good job in coming here to get some general guidance. I am sure you will get a variety of answers that should help you get pointed in the right direction. There are several ways to answer your questions. You really have to ask yourself what STABLE means...  (more)
Answered Jan 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Mar 6, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Mar 6, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Alpha Global Investments

    Last updated on July 31, 2018
      • $21.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 52
        Accounts
      • $418.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions