CS
Christen L. Sanchez
SANCHEZ WEALTH MANAGEMENT GROUP | Founder
Jacksonville, FL 32256-6038
Some features on this profile are disabled
CRD#: 2885667
CS
Professional summary
Christen Lee Sanchez, AIF®, CFP®, who also goes by Chris L Owens, is a registered financial advisor currently at SANCHEZ WEALTH MANAGEMENT GROUP, LLC located in Jacksonville, Florida and LPL FINANCIAL LLC located in Jacksonville, Florida.
Christen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Christen has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Financial planning
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Chris L Owens
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. 10/19/2001 - NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENT - 2. 3/1/2011: REAL ESTATE RENTAL - OFFICE BULIDING - 0% OF TIME SPENT. 3. 03/07/2011 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - SANCHEZ WEALTH MANAGEMENT GROUP, LLC - JACKSONVILLE, FL. 4. 3/14/2011: REAL ESTATE RENTAL - CJ & ASSOCIATES OF JACKSONVILLE, LLC - 5% OF TIME SPENT 5. 01/30/2014 - SANCHEZ WEATLH MANAGEMENT GROUP - REGISTERED INVESTMENT ADVISOR - (HYBRID) SANCHEZ WEATLH MANAGEMENT GROUP - TIME SPENT 75% - JACKSONVILLE, FL
CRS (Client Relationship Summary) - RIA
Click below to view Christen Lee 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®
CFP®
Start date: 1999
Experience
Current
November 22, 2013 - Present
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Office #1: 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038RIA
CRD#: 169274
Jacksonville, FL
Current
January 19, 2000 - Present
LPL FINANCIAL LLC
Office #1: 5150 Belfort Rd,ste 702, Jacksonville, FL 32256RIA
BD
CRD#: 6413
JACKSONVILLE, FL
Past
January 27, 2000 - October 29, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
PONTE VERDE BEACH, FL
Past
May 14, 1997 - February 7, 2000
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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".
SW
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD#: 169274 / SEC#: 801-78772
RIA
Registered Investment Advisory firm - (11/12/2013 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/28/2009)
RR
Arizona(1/4/2002)
RR
California(12/23/2008)
RR
Colorado(12/18/2020)
RR
Connecticut(10/25/2022)
RR
Delaware(7/15/2025)
RR
District of Columbia(3/25/2022)
RR
Florida(1/27/2000)
IAR
Florida(11/22/2013)
RR
Georgia(5/13/2002)
RR
Hawaii(11/4/2024)
RR
Idaho(5/19/2025)
RR
Illinois(5/30/2019)
RR
Kentucky(3/4/2022)
RR
Louisiana(10/6/2009)
RR
Maine(6/21/2022)
RR
Maryland(11/4/2024)
RR
Michigan(2/7/2000)
RR
Minnesota(6/2/2020)
RR
Missouri(7/17/2018)
RR
Montana(11/4/2024)
RR
Nebraska(11/4/2024)
RR
Nevada(11/4/2024)
RR
New York(1/4/2006)
RR
North Carolina(7/13/2001)
RR
Ohio(1/18/2013)
RR
Oregon(6/12/2020)
RR
Pennsylvania(1/4/2006)
RR
South Carolina(3/5/2002)
RR
Tennessee(1/17/2019)
RR
Texas(7/18/2012)
IAR
Texas(3/22/2019)
RR
Virginia(3/26/2002)
RR
Washington(2/9/2009)
RR
Wisconsin(8/28/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD#: 169274 / SEC#: 801-78772
RIA
Registered Investment Advisory firm - (11/12/2013 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038
Mailing Address
Phone number
(904) 281-9261
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,303 |
| AUM (Assets Under Management) | $ 465,471,556 |
Red Flags
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.
Company Information
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
FounderCRD#: 169274Jacksonville, FL 32256-6038TRUST BUT VERIFY
Monitor Christen Sanchez
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
