Jon Gregory Sanchez

Current Employers

Employment History

• 09/2000 → Present
  The Jon Sanchez Show
  Bakersfield, CA
• 05/2013 → 08/2025
  Independent Financial Group Llc
  Reno, NV
• 06/2025 → Present
  Sanchez Gaunt Capital Management
  Reno, NV

Previous Registrations

• 2013-06-11 → 2025-08-06
  Independent Financial Group, Llc
  San Diego, CA
  Reno, NV
  Stateline, NV
• 2012-09-18 → 2013-06-28
  Morgan Stanley
  Incline Village, NV
  Reno, NV
• 2010-07-22 → 2012-09-28
  Sanchez Wealth Management, Llc
  Reno, NV
  Reno, NV
• 2006-01-12 → 2010-08-30
  Qa3 Financial Llc
  Reno, NV
  Reno, NV
  Omaha, NE
• 2006-06-26 → 2006-10-17
  Sanchez Retirement Planning Group, Inc.
  Minden, NV
• 2002-07-12 → 2006-01-10
  Securities America Advisors, Inc.
  Minden, NV
• 2000-02-06 → 2002-08-09
  Brookstreet Securities Corporation
  Bakersfield, CA

Other Businesses

(1) THE JON SANCHEZ SHOW POSITION: Independent Contractor NATURE: Public Speaking INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 40 START DATE: 02/14/1999 ADDRESS: 142 LOWER COLONY ROAD, WELLINGTON NV 89444, United States DESCRIPTION: HOST OF THE JON SANCHEZ SHOW, A RADIO SHOW (2) SANCHO RANCHO, LLC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 5 START DATE: 02/19/2010 ADDRESS: 142 LOWER COLONY ROAD, WELLINGTON NV 89444, United States DESCRIPTION: 100% OWNER OF SANCHO RANCHO, LLC. CATTLE, CUSTOM FARMING AND HAY RANCH (3) INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 02/14/1999 ADDRESS: 1645 Highway 395, Minden NV 89423, United States DESCRIPTION: NV INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (4) SANCHEZ RANCH,LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015 ADDRESS: 1645 Highway 395, Minden NV 89423, United States DESCRIPTION: 100% OWNER OF SANCHEZ RANCH, LLC PROVIDING WHOLESALE AND RETAIL SALES OF BEEF, PORK, AND POULTRY. (5) SANCHEZ WEALTH MANAGEMENT LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 280 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2010 ADDRESS: 1645 Highway 395, Minden NV 89423, United States DESCRIPTION: 50% OWNER OF DBA SANCHEZ WEALTH MANAGEMENT LLC USED FOR MARKETING PURPOSES (6) SANCHEZ WEALTH MANAGEMENT, LLC POSITION: Officer/Director NATURE: Public Speaking INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 1645 Highway 395, Minden NV 89423, United States DESCRIPTION: GUEST SPEAKER FOR SANCHEZ WEALTH MANAGEMENT, LLC DISCUSSING GENERAL EDUCATIONAL TOPICS INCLUDING ECONOMIC OUTLOOK, DIVERSIFICATION, FINANCIAL PLANNING (7) CHANNEL ISLANDS EXECUTIVE CHARTERS, LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2023 ADDRESS: 142 Lower Colony Rd, Wellington NV 89444, United States DESCRIPTION: I will act as the yacht captain, overseeing the yacht charters and crew. (8) CHANNEL ISLANDS YACHT MANAGEMENT, LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2024 ADDRESS: 142 LOWER COLONY ROAD, WELLINGTON NV 89444, United States DESCRIPTION: 50% owner of yacht management company. My duties are to handle marketing. 40% owner is a 30+ year yacht management expert. (9) SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 01/07/2025 ADDRESS: 9160 Double Diamond Parkway, Suite 100, Reno NV 89521, United States DESCRIPTION: CEO of Sanchez Gaunt Capital Management, LLC. Duties to include CEO responsibilities, HR, portfolio management, client management/acquisition, marketing, financial management, etc. (10) CHASING THE TAIL, LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 142 LOWER COLONY ROAD, WELLINGTON NV 89444, United States DESCRIPTION: USCG licensed captain of OUPV/Six Pak fishing charter (11) Specialized Trusts & Estate Plans, LLC POSITION: CEO/Estate Planning Adv. NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 Hours per month SECURITIES TRADING HOURS: 2 START DATE: 02/21/26 ADDRESS: 142 Lower Colony Road, WELLINGTON, NV, 89444; United States DESCRIPTION: Provides non-legal estate planning education, client facilitation, and administrative coordination services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-17
• S65 Uniform Investment Adviser Law Examination
  1993-12-13