Unclaimed Profile

Jon Gregory Sanchez

SANCHEZ WEALTH MANAGEMENT, LLC·MINDEN, Nevada

SIE, Series 7, Series 24, Series 63, Series 6526 years registeredSANCHEZ WEALTH MANAGEMENT, LLC

1645 HIGHWAY 395, MINDEN, NV 89423CRD# 2418439Firm CRD# 317033

Profile Verification

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

Identity

Jon Gregory Sanchez · MINDEN, NV

Registration

CRD #2418439 · SANCHEZ WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC

Aug 2025 – present

INDEPENDENT FINANCIAL GROUP, LLC

Jun 2013 – Aug 2025

RENO, NV

MORGAN STANLEY

Sep 2012 – Jun 2013

RENO, NV

SANCHEZ WEALTH MANAGEMENT, LLC

Jul 2010 – Sep 2012

RENO, NV

SANCHEZ RETIREMENT PLANNING GROUP, INC.

Jun 2006 – Oct 2006

MINDEN, NV

QA3 FINANCIAL LLC

Jan 2006 – Aug 2010

RENO, NV

SECURITIES AMERICA ADVISORS, INC.

Jul 2002 – Jan 2006

MINDEN, NV

BROOKSTREET CAPITAL MANAGEMENT

Feb 2000 – Aug 2002

BAKERSFIELD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 6, 2000

Years registered · 26

Disclosure History

2020Regulatory·Final

2014Customer Dispute·Award / Judgment

1998Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SANCHEZ WEALTH MANAGEMENT, LLC

CRD 317033 · SEC 801-122603

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SANCHEZ WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANCHEZ WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Gregory Sanchez offer?

Jon Gregory Sanchez specializes in Financial Planning, Investment Management. Contact their office in MINDEN, Nevada for a consultation.

What are Jon Gregory Sanchez's credentials?

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

Where is Jon Gregory Sanchez located?

Jon Gregory Sanchez is based in MINDEN, Nevada, working with SANCHEZ WEALTH MANAGEMENT, LLC. Their office serves clients in the MINDEN metropolitan area and surrounding communities.

How does Jon Gregory Sanchez charge for services?

Jon Gregory Sanchez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANCHEZ WEALTH MANAGEMENT, LLC?

SANCHEZ WEALTH MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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Other Advisors at SANCHEZ WEALTH MANAGEMENT, LLC

Jason Everett Gaunt

MINDEN, NV

CFP

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Nevada

LAS VEGAS (95)RENO (67)HENDERSON (22)INCLINE VILLAGE (5)CARSON CITY (4)SPARKS (3)ELKO (2)GLENBROOK (2)PAHRUMP (2)ZEPHYR COVE (1)

City Guides

LAS VEGAS Guide RENO Guide HENDERSON Guide INCLINE VILLAGE Guide CARSON CITY Guide

Research

Advisor Fees in Nevada National Fee Analysis

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