Jeffrey A Dewees

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1994 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
• 06/2011 → 09/2022
  Bank Of America, N.A.
  Irvine, CA
• 09/2022 → Present
  Sanctuary Securities, Inc.
  Aliso Viejo, CA
• 09/2022 → Present
  Sanctuary Advisors, Llc
  Aliso Viejo, CA

Previous Registrations

• 1998-07-24 → 2022-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
  Irvine, CA

Other Businesses

1) AURIC CAPITAL PARTNERS POSITION: Officer/Director NATURE: Team outside business. OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 9/9/2022 ADDRESS: 30 Enterprise, ALISO VIEJO CA 92656, United States DESCRIPTION: Owners of Auric

Exams

• S66 Uniform Combined State Law Examination
  2003-03-10
• S63 Uniform Securities Agent State Law Examination
  1997-03-24

Other Names

• Jeff Dewees
• Jeffrey A Dewees
• Jeffrey Alan Dewees