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Joseph James Sanchez

Pure Financial Advisors, LLC

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About Joseph James Sanchez

Joseph James Sanchez is a financial advisor with Pure Financial Advisors, LLC. Joseph is a Certified Financial Planner™ professional and has been in the industry since April 2014. Joseph is registered in California and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Joseph has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC prior to Pure Financial Advisors, LLC.

Firm Information

Joseph Sanchez is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Joseph Sanchez’s Registration & Firm History

CA

09/28/2021 - Present

Pure Financial Advisors, LLC (Brea CA)

CA

08/18/2017 - 09/17/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANAHEIM CA)

AZ

04/25/2014 - 08/08/2017

AXA ADVISORS, LLC (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 05/13/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph James Sanchez. Review regulatory record here.
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