Xavier Sanchez (CRD# 6990190) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2010380
Forum Financial Management, LP
CRD# 1645288
Adamec Financial Group, Inc.
CRD# 2000274
Alera Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Chicago, IL | Jul 2021 - Current | 3 |
Jpmorgan Chase Bank, N.a. | Chicago, IL | Jun 2021 - Current | 3 |
Securian Financial Services, Inc. | St Paul, MN | Mar 2019 - Jun 2021 | 2 |
Renaissance Financial Corp | Phoenix, AZ | Dec 2018 - Jun 2021 | 2 |
Unemployed | Tempe, AZ | Nov 2018 - Nov 2018 | < 1 |
Charles Schwab & Company, Inc. | Phoenix, AZ | Jul 2018 - Oct 2018 | < 1 |
Charles Schwab Bank | Phoenix, AZ | Jul 2018 - Oct 2018 | < 1 |
Tempe Park District | Tempe, AZ | Oct 2014 - Jun 2018 | 3 |
Triyar Entertainment | Scottsdale, AZ | Sep 2017 - Dec 2017 | < 1 |
Mancari's Chrysler Dodge Jeep Ram | Oak Lawn, IL | May 2016 - Aug 2016 | < 1 |
Home Owners Bargain Outlet | Oak Lawn, IL | May 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- IL
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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