Jeremyi Rene Sanchez

Employer firm

Westmark Wealth Management CRD 334109

$195M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING

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

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

Current Employers

Employment History

• 05/2013 → Present
  Next Financial Group
  Phoenix, AZ
• 06/2013 → Present
  Westmark Wealth Management
  Phoenix, AZ

Previous Registrations

• 2013-06-11 → 2025-01-06
  Next Financial Group, Inc.
  Irvine, CA
  Redlands, CA
  Tucson, AZ
  Phoenix, AZ
  Tempe, AZ

Other Businesses

1) WESTMARK WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; ARIZONA LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 06/2013; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER SELLING VARIOUS INSURANCE PRODUCTS. 3) THE PEOPLE'S FINANCE CHANNEL; NON-INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; YOUTUBE CHANNEL; CONTRIBUTOR/MANAGER; 12/2022; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; YOUTUBE CHANNEL POSTING EDUCATIONAL VIDEOS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-03
• S63 Uniform Securities Agent State Law Examination
  2008-07-02

Designations

• Certified Financial Planner

Other Names

• Jeremyi Sanchez