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Jon Gregory Sanchez

SANCHEZ WEALTH MANAGEMENT, LLC·MINDEN, Nevada
SANCHEZ 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
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jon Gregory Sanchez is a registered financial advisor based in MINDEN, Nevada, affiliated with SANCHEZ WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SANCHEZ WEALTH MANAGEMENT, LLC
SANCHEZ WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SANCHEZ WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2418439
Firm CRD# 317033
View on FINRA BrokerCheck →

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05

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)STATELINE (3)ELKO (3)GLENBROOK (2)PAHRUMP (2)
City Guides
LAS VEGAS GuideRENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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