Jon Sanchez

CEO at Sanchez Wealth Management, LLC / Retirement Planning / Financial Advisor

Financial Adviser in Reno, NV

About

Sanchez Wealth Management, LLC is an independent financial advisory firm. Our Broker/Dealer is Independent Financial Group(IFG), www.ifgsd.com, member FINRA and SIPC, and clearing firm is Pershing, LLC, a division of Bank of New York Mellon. Our team of talented professionals is committed to building life long relationships with our clients, based on honesty, integrity, prompt service and results. If you need experienced financial advice, planning and portfolio management, we are here to help you. We believe that in today's ever changing world, portfolio holdings and models need to change as market and economic conditions change. This is NOT day trading, but active and tactical management. Our sole objective is to strive for an annual return that is commensurate with the goals, risk and time horizon of the client. Securities and advisory services offered through Independent Financial Group, LLC(IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Sanchez Wealth Management, LLC and IFG are unaffiliated entities. OSJ Branch: 1267 High Bluff Dr., Suite 200, San Diego, CA 92130. Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, ID, IL, LA, MO, NV, SC, TX, UT, VA, WY. Information provided is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third part website, you are leaving our site and assume total responsibility for your use of these sites.

Address
730 Sandhill Road Suite 110 in Reno, NV 89521
Info
Year started: 2010

Reviews

Peer Endorsements

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Specialties

  • Bonds & Fixed Income
  • Equities
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Servicing

Credentials

Licenses

Series 7
Series 63

Accomplishments

Background

Experience

CEO

Education

University of Phoenix

Disclosure

Jon Sanchez is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Sanchez Wealth Management, LLC and IFG are not affiliated entities. CA Insurance Lic. #0772626.