Advisor at KWM Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KWM Partners LLC
Location
Austin, TX 78759
Credentials
Series 63, Series 65, Series 66
Industry experience
25 years
Jeffrey Gonzales is a financial advisor at KWM Partners LLC in Austin, TX, holding Series 63, 65, and 66 licenses with 25 years of industry experience. His career includes roles at TIAA-CREF, Advice and Planning Services, Wells Fargo Clearing Services, and Trajan Wealth, L.L.C. Gonzales is also active in insurance sales through Kaia Insurance Group, LLC. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques in its investment approach and manages portfolios on a discretionary basis with quarterly reviews.
Based on KWM Partners LLC
$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $2,999,999: 1.00% annually $3,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000+: 0.50% annually
Clients may purchase investment-related products through insurance agents affiliated with the firm, which results in commissions.
8911 North Capital Of Texas Highway, Suite 4200
Austin, TX 78759
Texas
KWM Partners LLC
2025 - Present (1 year)
KWM Partners LLC
2024 - Present (2 years)
Kaia Insurance Group, LLC
2024 - Present (2 years)
Trajan Wealth, L.L.C.
2021 - 2024 (3 years)
Wells Fargo Clearing Services
2020 - 2021 (1 year)
Badger Gear, Inc.
2016 - 2022 (6 years)
Advice and Planning Services
2007 - 2016 (9 years)
TIAA-CREF
1997 - 2016 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 66
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CFA®, Series 65
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Blue Tower Asset Management, LLC
CFP®, Series 63
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Mark Monreal & Associates
Series 66
Austin, TX
DeStefano Wealth Management
CFP®, Series 63
Austin, TX
Mullett Financial LLC
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