Shawn R Sanchez

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2015 → 10/2016
  Wells Fargo Advisors, Llc
  Meadow Vista, CA
• 04/2013 → 10/2016
  Wells Fargo Bank Na
  Meadow Vista, CA
• 10/2016 → 06/2024
  Jp Morgan Chase Bank
  Grass Valley, CA
• 06/2024 → Present
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-08-06
• S63 Uniform Securities Agent State Law Examination
  2015-10-22

Other Names

• Shawn Sanchez
• Shawn Ronald Sanchez
• Shawn R. Sanchez