Jamie Gonzales
GR Financial Group · Tucson, Arizona
Jamie Gonzales is a fee-only financial advisor at GR Financial Group in Tucson, Arizona. GR Financial Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | GR Financial Group |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.05B across 2,552 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6774931 |
| Exams passed | Series 65 (2018) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.gr-financialgroup.com |
How Jamie's firm compares
- GR Financial Group's average account is about $413,000, from its Form ADV (assets managed divided by 2,552 accounts).
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Questions about Jamie
Is Jamie Gonzales a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and GR Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, GR Financial Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jamie Gonzales based?
Jamie Gonzales is based in Tucson, Arizona.
Is Jamie Gonzales registered with the SEC?
Yes. Jamie Gonzales is registered as an investment adviser representative in AZ (CRD 6774931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GR Financial Group manage?
GR Financial Group reports $1.05B across 2,552 accounts in assets under management.
How do I contact Jamie Gonzales?
Through Jamie's website, www.gr-financialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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