Brian Sanchez, financial advisor Coral Gables FL
90 score

Brian Sanchez

CRD Number: 6183434
Current Firm: J.p. Morgan Securities LLC

Brian Sanchez (CRD# 6183434) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coral Gables, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Coral Gables, FL Aug 2017 - Current < 1
Ubs Financial Services Inc. Ft. Lauderdale, FL Jul 2014 - Aug 2017 3
Jp Morgan Securities LLC Orlando, FL Mar 2013 - Jun 2014 1
Jpmorgan Chase Bank Orlando, FL Jul 2012 - Mar 2013 < 1
Lacoste Orlando, FL Aug 2011 - Jun 2012 < 1
Primerica Financial Services Orlando, FL Mar 2012 - Apr 2012 < 1
University Of Central Florida Orlando, FL Jan 2011 - Aug 2011 < 1
Forever 21 Orlando, FL Mar 2010 - Jun 2011 1
Scoop Bar And Grill Orlando, FL Oct 2008 - Jan 2010 1
Unemployed Naples, FL May 2008 - Oct 2008 < 1
Valencia College Orlando, FL Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Brian Sanchez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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