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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Gregory Sanchez is an active advisor with over 30 years of experience in the financial industry. Jon currently works at Independent Financial Group, LLC, a firm with over $1 billion to $10 billion in assets under management. Jon offers a variety of services including financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Jon is registered as a Registered Representative (RR) in Nevada, Texas, and Louisiana. In addition to his financial services work, Jon is also the host of The Jon Sanchez Show, a radio show dedicated to discussing financial topics.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
11/13/2013 - Present
Independent Financial Group, LLC (RENO NV)
NV
08/30/2012 - 06/28/2013
MORGAN STANLEY (RENO NV)
NV
01/12/2006 - 08/30/2010
QA3 FINANCIAL CORP. (RENO NV)
NV
07/12/2002 - 01/10/2006
SECURITIES AMERICA, INC. (STATELINE NV)
CA
02/22/1999 - 08/09/2002
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NY
12/07/1993 - 02/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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