Jack Gonzalez

Jack Gonzalez joined Independent Capital Management in September 2022. He is a Registered Paraplanner and holds his Series 7 and 66 licenses with LPL Financial. He assists with evaluating securities, preparing research materials, and supporting advisors in the implementation of portfolio strategies designed to align with clients' financial goals and risk tolerance. Jack also plays an important role in account and portfolio administration by monitoring portfolio activity, facilitating rebalancing transactions as directed, and helping ensure client accounts remain aligned with established investment objectives and firm policies.

Jack earned his undergraduate degree in Finance from Xavier University in May 2022. He resides in Fort Recovery, Ohio. Outside of work, Jack enjoys following his favorite sports teams, visiting the shooting range, and trying new foods and restaurants.