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Jason Everett Gaunt

Jason E. Gaunt

SANCHEZ GAUNT CAPITAL MANAGEMENT
RENO, NV 89521
Some features on this profile are disabled
CRD#: 3159542
Jason Everett Gaunt

Professional summary

Jason Everett Gaunt, CFP®, who also goes by Jason E Gaunt, Jason Everett Gaunt, is a registered financial advisor currently at SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC located in Reno, Nevada.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason E Gaunt | Jason Everett Gaunt

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Everett Gaunt's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2021

Experience

Current

August 4, 2025 - Present

SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC

Office #1: 9160 Double Diamond Parkway Suite 100, Reno, NV 89521
RIA
CRD#: 336187
RENO, NV
Past

February 10, 2020 - August 6, 2025

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
RENO, NV
Past

February 4, 2020 - August 6, 2025

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
RENO, NV
Past

January 12, 2010 - February 7, 2013

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
BOSTON, MA
Past

January 3, 2008 - January 23, 2009

RIVERSOURCE DISTRIBUTORS, INC.

BD
CRD#: 139135
BOSTON, MA
Past

December 6, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 6, 2004 - December 31, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

May 4, 2004 - September 28, 2004

JEFFERIES LLC

BD
CRD#: 2347
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
Nevada
(8/6/2025)
IAR
Texas
(8/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/29/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/21/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/4/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 6/28/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/3/2004
General Securities Representative Examination

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 - (5/14/2025 Approved)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SANCHEZ GAUNT CAPITAL MANAGEMENT FORM ADV 2A (1/6/2026)

Regulatory assets under management

Total Number of Accounts1,222
AUM (Assets Under Management)$ 244,990,016

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 GAUNT CAPITAL MANAGEMENT, LLC

CRD#: 336187Reno, NV 89521

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