Jenna Lee Sanchez

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

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

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-12
CA	RA	APPROVED	2024-06-06

Branch Locations

195 N Fairview Ave, Goleta, CA 93117 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	San Luis Obispo	CA	03/2024	Present
Carolwood Partners	Beverly Hills	CA	11/2022	03/2024
Berkshire Hathaway Homeservices California Properties	Santa Barbara	CA	07/2022	11/2022
N/A	Santa Barbara	CA	08/2017	07/2022
Jpmorgan Chase & Co.	Santa Barbara	CA	11/2015	08/2017

03/2024 → Present

Wells Fargo Clearing Services, Llc

San Luis Obispo, CA
11/2022 → 03/2024

Carolwood Partners

Beverly Hills, CA
07/2022 → 11/2022

Berkshire Hathaway Homeservices California Properties

Santa Barbara, CA
08/2017 → 07/2022

N/A

Santa Barbara, CA
11/2015 → 08/2017

Jpmorgan Chase & Co.

Santa Barbara, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-08

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