JS
Jon G. Sanchez
SANCHEZ GAUNT CAPITAL MANAGEMENT
RENO, NV 89521
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CRD#: 2418439
JS
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. 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. 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. 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
CRS (Client Relationship Summary) - RIA
Click below to view Jon Gregory Sanchez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 4, 2025 - Present
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC
Office #1: 9160 Double Diamond Parkway Suite 100, Reno, NV 89521RIA
CRD#: 336187
RENO, NV
Past
June 11, 2013 - August 6, 2025
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
RENO, NV
Past
June 4, 2013 - August 6, 2025
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
RENO, NV
Past
September 18, 2012 - June 28, 2013
MORGAN STANLEY
RIA
CRD#: 149777
RENO, NV
Past
August 30, 2012 - June 28, 2013
MORGAN STANLEY
BD
CRD#: 149777
RENO, NV
Past
July 22, 2010 - September 28, 2012
SANCHEZ WEALTH MANAGEMENT, LLC
RIA
CRD#: 153010
RENO, NV
Past
June 26, 2006 - October 17, 2006
SANCHEZ RETIREMENT PLANNING GROUP, INC.
RIA
CRD#: 140865
MINDEN, NV
Past
January 12, 2006 - August 30, 2010
QA3 FINANCIAL LLC
RIA
CRD#: 104957
RENO, NV
Past
January 12, 2006 - August 30, 2010
QA3 FINANCIAL CORP.
BD
CRD#: 14754
RENO, NV
Past
July 12, 2002 - January 10, 2006
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
MINDEN, NV
Past
July 12, 2002 - January 10, 2006
SECURITIES AMERICA, INC.
BD
CRD#: 10205
STATELINE, NV
Past
February 6, 2000 - August 9, 2002
BROOKSTREET SECURITIES CORPORATION
RIA
CRD#: 14667
BAKERSFIELD, CA
Past
February 22, 1999 - August 9, 2002
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past
December 7, 1993 - February 24, 1999
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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 - (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.Highlighted states indicate IAR registrations
IAR
California(10/1/2025)
IAR
Nevada(8/8/2025)
IAR
Texas(8/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SG
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC
SANCHEZ GAUNT CAPITAL MANAGEMENT | SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC
CRD#: 336187 / SEC#: 801-132783
RIA
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Contact information
Main Address
9160 Double Diamond Parkway Suite 100, Reno, NV 89521
Mailing Address
Phone number
(775) 800-1801
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,222 |
| AUM (Assets Under Management) | $ 244,990,016 |
Red Flags
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