Jason David Sanchez

Current Employers

Employment History

• 05/2008 → Present
  Oban Wealth Management Llc
  Covington, LA
• 06/2008 → Present
  Beam Wealth Advisors, Inc.
  Covington, LA
• 07/2015 → 03/2022
  Securities America Inc
  Covington, LA
• 03/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1) BEAM Wealth D/B/A Oban Wealth Managment POSITION: INVESTMENT ADVISORY - INVESTMENT RELATED: YES - NUMBER OF HOURS: 180 - START DATE 5/2005 ADDRESS: Business Conducted at Registered Branch Office Location_____ 2) ROUND-TABLE CLUB POSITION: Member Round-table Club/Gentlemen's Club - INVEST RELATED: No - NUMBER OF HOURS: 0 - SECURITIES TRADING HOURS: 0 - START DATE: 10/2011 ADDRESS: 6330 St Charles Ave, New Orleans, LA 70118 _____ 3) FRERET STREET MARKET AND FESTIVALS POSITION: Secretary - NATURE: Freret St Market & Festival Manage, through Rotary Club of New Orleans Riverbend monthly community-based art market & festival. Fall Season 5 markets: September, October, November, December, & special Christmas market. Spring Season 4 markets: February, March, April, May, w/ April market being "Festival" event - INVEST RELATED: No - NUMBER OF HOURS: 16 - SECURITIES TRADING HOURS: 0 - START DATE: 2/2/19 ADDRESS: PO Box 851 New Orleans LA 70185_____ 4) STATISTICIAN POSITION: STATISTICIAN - NATURE: STATISTICIAN, National Football League, Tulane University, and "generalist" for one-time events - INVEST RELATED: No - NUMBER OF HOURS: 32 - SECURITIES TRADING HOURS: 0 - START DATE: 8/2001. For the NFL and Tulane I am a 1099 employee. For all other events, I will get a 1099 for the particular event I have been contracted for. ADDRESS: 1639 Arabella Street, New Orleans, LA 70115_____ 5) INSURANCE SALES POSITION: Sales NATURE: Insurance Sales INVEST RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/2003 ADDRESS: At Registered Branch Office location _____ 6) ROTARY CLUB OF NEW ORLEANS RIVERBEND POSITION: Board Member (June 2024 - Present) NATURE: Volunteer with Rotary International INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 5/2010 ADDRESS: PO Box 851 New Orleans LA 70185_____ 7.) Rotary District 6840. Non-Investment Related. 6081 Mounes St. APt M224 New Orleans, LA 70123. Rotary District 6840. District Rotaract Chair. 10/2025. 1. 0. Provided organizational assistance to student in district 6840 rotaract clubs

Exams

• S66 Uniform Combined State Law Examination
  2003-11-06

Other Names

• Jason Sanchez
• Tito Sanchez