Jeremiah Anthony Sanchez

Employer firm

Crescendo Wealth Group LLC CRD 333264

$121M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 06/2016 → 12/2020
  Bukaty Financial
  Overland Park, KS
• 12/2020 → 01/2022
  Victory Capital
  San Antonio, TX
• 01/2022 → 10/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 01/2024 → 05/2024
  One Digital (Affiliation)
  Overland Park, KS
• 04/2024 → Present
  Crescendo Retirement Plan Advisors
  San Antonio, TX

Previous Registrations

• 2024-08-26 → 2024-08-28
  Everspire
  San Antonio, TX
  Midvale, UT
• 2024-08-26 → 2024-08-28
  E6 Portfolios
  Midvale, UT
  San Antonio, TX
• 2024-01-08 → 2024-05-22
  Onedigital
  Overland Park, KS
  San Antonio, TX
• 2022-03-10 → 2023-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  New York, NY
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

Jeremiah Anthony Sanchez owns Crescendo Private Wealth Advisory, LLC. This entity currently does not have any business and therefore, there are no conflicts of interest. --independent licensed insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-03
• S63 Uniform Securities Agent State Law Examination
  2019-12-27

Other Names

• Jeremiah Anthony
• Jeremiah A Sanchez