Alexander SanchezCRD Number: 5624288
Current Firm: J.p. Morgan Securities LLC
Alexander Sanchez (CRD# 5624288) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goleta, CA and has over 7 years of experience in the finance industry.
Montecito Investment Strategies
Haven Capital Group
Independent Financial Partners
|J.p. Morgan Securities LLC||Goleta, CA||Oct 2012 - Current||4|
|Chase Investment Services Corp||Goleta, GA||Sep 2011 - Oct 2012||1|
|Arnoldi's Cafe||Santa Barbara, CA||Jun 2011 - Apr 2012||< 1|
|Wells Fargo Advisors LLC||Santa Barbara, CA||Dec 2008 - Sep 2011||2|
|Carlitos Cafe And Cantina||Santa Barbara, CA||Jan 2002 - Feb 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
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