Jaime L. Sanchez
Professional summary
Jaime Luis Sanchez, who also goes by Jimmy Luis Sanchez, is a registered financial advisor currently at PARTNER WEALTH MANAGEMENT, LLC located in Rockwall, Texas.
Jaime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jaime has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Luis Sanchez's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2015 - Present
PARTNER WEALTH MANAGEMENT, LLC
June 24, 1994 - February 12, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
June 21, 1994 - July 3, 2006
IDS LIFE INSURANCE COMPANY
June 21, 1994 - February 12, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2015)
Exams
Current Firm
PARTNER WEALTH MANAGEMENT, LLC
CRD#: 173548 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 17,017,601 |
Red Flags
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