Jon Sanchez
Jon Sanchez is a registered investment advisor at Sanchez Gaunt Capital Management, LLC, based in Reno, NV, with 32 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 680 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
9160 Double Diamond Parkway, Suite 100, Reno, NV, 89521
Get directionsHistory
Regulatory History (3)
Regulatory
September 2020Customer Dispute
May 2014Customer Dispute
August 1998Other Business ActivitiesSells Insurance
Jon hosts a radio show, owns several businesses including ranches and yacht-related companies, and is a Nevada insurance agent offering various insurance products. He also dedicates a significant amount of time to Sanchez Wealth Management LLC and Sanchez Gaunt Capital Management, LLC.
Employment History
Current Registrations
Sanchez Gaunt Capital Management, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Sanchez Wealth Management, LLC
Sanchez Retirement Planning Group, INC.
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Salomon Smith Barney INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.