Invested Better
Unclaimed

Unclaimed

Unclaimed

Gemma F Sanchez

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gemma? Claim Your Profile

About Gemma F Sanchez

Gemma F. Sanchez is a registered representative with J.P. Morgan Securities LLC, a firm that has over 249 billion dollars in regulatory assets under management. Gemma has over 25 years of experience in the financial industry and holds Series 7, Series 6 and Series 66 licenses. Prior to joining J.P. Morgan Securities LLC, Sanchez worked at Chase Investment Services Corp., WAMU Investments, Inc. and several other firms. Gemma is registered with the state of Florida and is part of the J.P. Morgan Securities LLC office in Miami.

Firm Information

Gemma Sanchez is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

13745 SW 152ND STREET

MIAMI, FL 33177

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee computed based on cents-per-share-deposited-into-the-account

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gemma Sanchez’s Registration & Firm History

FL

10/01/2012 - Present

J.p. Morgan Securities LLC (MIAMI FL)

FL

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MIAMI FL)

FL

07/19/2000 - 05/02/2009

WAMU INVESTMENTS, INC. (MIAMI FL)

CA

05/24/2000 - 07/07/2000

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

11/04/1998 - 03/14/2000

WM FINANCIAL SERVICES, INC. (IRVINE CA)

VA

12/01/1997 - 08/19/1998

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

10/01/1996 - 12/01/1997

FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)

IN

08/27/1996 - 09/11/1996

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/27/1996 - 09/11/1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

Not sure if Gemma F Sanchez is right for you?

Licenses & Designations

BOTH

Issued 10/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/5/2000

Series 7 - General Securities Representative Examination

BC

Issued 8/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 4 public disclosures for Gemma F Sanchez. Review regulatory record here.
Not sure if Gemma F Sanchez is right for you?
Invested Better

Copyright 2024 Invested Better

Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.