Jose Vicente Sanchez

Current Employers

Employment History

• 03/2011 → Present
  Kaizen Retirement Wealth Management
  Albuquerque, NM
• 04/2012 → 06/2021
  Retirement Wealth Advisors, Inc.
  Jenison, MI
• 11/2016 → 09/2017
  Solid Gold Leads, Inc. Dba Federal Employee Blog
  Chattanooga, TN
• 01/2018 → 02/2022
  Zeiders Enterprises, Inc
  Woodbridge, VA
• 04/2018 → 12/2022
  Money Mind Feed
  Albuquerquie, NM
• 03/2021 → Present
  Retirement Wealth Guidance
  Albuquerque, NM
• 06/2021 → Present
  Origin Financial
  San Francisco, CA
• 08/2024 → Present
  Magellan Federal
  Arlington, VA

Previous Registrations

• 2012-04-30 → 2021-07-01
  Brookstone Wealth Advisors, Llc
  Albuquerque, NM
  Albuquerque, NM
  Santa Fe, NM
• 2010-01-19 → 2012-10-08
  Hbw Advisory Services Llc
  Simi Valley, CA

Other Businesses

(1) KAIZEN RETIREMENT WEALTH MANAGEMENT LLC, 420 MARIA CT. SE, ALBUQUERQUE NM 87102, 03/2011 - PRESENT, 50% OWNER/INSURANCE SALES, HOURS DEDICATED: 2/WEEK (1/WEEK DURING TRADING HOURS) (2) Retirement Wealth Guidance; Investment-Related; Albuquerque NM Investment Adviser; Investment Adviser Representative; March 2021; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning. (3) Money Mind Feed, investment related, 6300 Riverside Plaza Ln, Ste 100 Albuquerque, NM 87120, investment education, owner, 04/2018, 70 hrs/ mo (zero during trading hours); I created this program to share my ideas and passion around money. My duties include developing content that supports to goals of the community. The focus of this program is founded on the principal of living healthy and financially fit. It promotes extreme longevity and ties smart financial behaviors that support our battle cry. Topics of Debt Free living, saving more and Frugality, becoming a centenarian, and wealth planning are paramount. (4) Magellan Federal; Not Investment Related; 2800 Shirlington Rd # 350, Arlington, VA 22206; Personal Financial Counselor providing services to members of the New Mexico National Guard and their families; Start Date 08/2024; Approx. 30-40 hours/month with all hours devoted during trading hours; I provide education and help service members make informed choices with their money

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-13
• S63 Uniform Securities Agent State Law Examination
  2006-02-28

Designations