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Jon Gregory Sanchez

SANCHEZ GAUNT CAPITAL MANAGEMENT

RENO, NV

·CRD# 2418439·32 years experience

Professional Summary

Jon Gregory Sanchez is a registered financial advisor currently at SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC located in Reno, Nevada. Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jon has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC·CRD# 336187

RIA

9160 Double Diamond Parkway Suite 100, Reno, NV 89521

August 4, 2025 - Present

INDEPENDENT FINANCIAL GROUP, LLC·CRD# 7717

RIA

Reno, NV

June 11, 2013 - August 6, 2025

INDEPENDENT FINANCIAL GROUP, LLC·CRD# 7717

BD

Reno, NV

June 4, 2013 - August 6, 2025

MORGAN STANLEY·CRD# 149777

RIA

Reno, NV

September 18, 2012 - June 28, 2013

MORGAN STANLEY·CRD# 149777

BD

Reno, NV

August 30, 2012 - June 28, 2013

SANCHEZ WEALTH MANAGEMENT, LLC·CRD# 153010

RIA

Reno, NV

July 22, 2010 - September 28, 2012

SANCHEZ RETIREMENT PLANNING GROUP, INC.·CRD# 140865

RIA

Minden, NV

June 26, 2006 - October 17, 2006

QA3 FINANCIAL LLC·CRD# 104957

RIA

Reno, NV

January 12, 2006 - August 30, 2010

QA3 FINANCIAL CORP.·CRD# 14754

BD

Reno, NV

January 12, 2006 - August 30, 2010

SECURITIES AMERICA ADVISORS, INC.·CRD# 110518

RIA

Minden, NV

July 12, 2002 - January 10, 2006

SECURITIES AMERICA, INC.·CRD# 10205

BD

Stateline, NV

July 12, 2002 - January 10, 2006

BROOKSTREET SECURITIES CORPORATION·CRD# 14667

RIA

Bakersfield, CA

February 6, 2000 - August 9, 2002

BROOKSTREET SECURITIES CORPORATION·CRD# 14667

BD

San Juan Capistrano, CA

February 22, 1999 - August 9, 2002

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

December 7, 1993 - February 24, 1999

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Current Firm

SG

SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC

SANCHEZ GAUNT CAPITAL MANAGEMENT | SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC

CRD#: 336187 / SEC#: 801-132783

RIA

Registered Investment Advisory firm - SEC (5/14/2025 Approved)

Contact Information

Main Address

9160 Double Diamond Parkway Suite 100, Reno, NV 89521

Phone Number

(775) 800-1801

# of Employees

5

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SANCHEZ GAUNT CAPITAL MANAGEMENT FORM ADV 2A (3/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,725

AUM (Assets Under Management)

$285,849,290

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(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.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SG

SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC

SANCHEZ GAUNT CAPITAL MANAGEMENT | SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC

CRD#: 336187 / SEC#: 801-132783

RIA

Registered Investment Advisory firm - SEC (5/14/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

California
(10/1/2025)

IAR

Nevada
(8/8/2025)

IAR

Texas
(8/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1993About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1993About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1993About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 1999About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jon Gregory Sanchez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JS

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