Unclaimed Profile

Jesus G Sanchez

BETA CAPITAL MANAGEMENT LLC·MIAMI, Florida

SIE, Series 3, Series 7, Series 9, Series 10, Series 23, Series 24, Series 31, Series 6621 years registeredBETA CAPITAL MANAGEMENT LLC

777 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4902989Firm CRD# 154894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jesus G Sanchez · MIAMI, FL

Registration

CRD #4902989 · BETA CAPITAL MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2022 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2022 – present

CREAND MANAGEMENT

Feb 2020 – Dec 2021

MIAMI, FL

MORGAN STANLEY

Jul 2018 – Feb 2020

AVENTURA, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2005 – Jun 2018

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 23

Series 24

Series 31

Series 66

Registration record

First registered · June 14, 2005

Years registered · 21

Disclosure History

2024Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

BETA CAPITAL MANAGEMENT LLC

CRD 154894 · SEC 801-106772

AUM

$508M

Regulatory assets under management

Employees

138 client accounts

Services offered by BETA CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BETA CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jesus G Sanchez offer?

Jesus G Sanchez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Jesus G Sanchez's credentials?

Jesus G Sanchez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jesus G Sanchez located?

Jesus G Sanchez is based in MIAMI, Florida, working with BETA CAPITAL MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Jesus G Sanchez charge for services?

Jesus G Sanchez's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BETA CAPITAL MANAGEMENT LLC?

BETA CAPITAL MANAGEMENT LLC has approximately 37 employees and manages $508M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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