Claim Profile
JS

Jeremyi Rene Sanchez

WESTMARK WEALTH MANAGEMENT, LLC·PHOENIX, Arizona
Unclaimed Profile
5050 NORTH 40TH STREET, PHOENIX, AZ 85018CRD# 5532992Firm CRD# 334109
01

About

Jeremyi Rene Sanchez is a registered financial advisor based in PHOENIX, Arizona, affiliated with WESTMARK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
WESTMARK WEALTH MANAGEMENT, LLC
WESTMARK WEALTH MANAGEMENT
AUM
Regulatory assets under management
Employees
4
Total firm employees
Services
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5532992
Firm CRD# 334109
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeremyi Rene Sanchez offer?
Jeremyi Rene Sanchez specializes in Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Jeremyi Rene Sanchez's credentials?
Jeremyi Rene Sanchez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremyi Rene Sanchez located?
Jeremyi Rene Sanchez is based in PHOENIX, Arizona, working with WESTMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Jeremyi Rene Sanchez charge for services?
Jeremyi Rene Sanchez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTMARK WEALTH MANAGEMENT, LLC?
WESTMARK WEALTH MANAGEMENT, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty