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JF

Jose E. Flores Sanchez

ENDURO CAPITAL PARTNERS LLC
Wayne, PA
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CRD#: 4879895
JF

Professional summary


Jose Ernesto Flores Sanchez, who also goes by Jose Ernesto Flores Sanchez, Jose Ernesto Flores, is a registered financial advisor currently at ENDURO CAPITAL PARTNERS LLC located in Wayne, Pennsylvania.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jose has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jose Ernesto Flores Sanchez | Jose Ernesto Flores

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.
Wealth Enhancement Group. Investment Related. Address:130 Liberty Blvd Suite 200, Malvern, PA 19355 Nature: Wealth Management. Position: Portfolio Manager, Relationship:Employee, Start: 12/2023 Hours: 160hr/month RTD: 6.5 Hrs Duties: Trading.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jose Ernesto Flores 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®
None

Experience


Current

July 9, 2019 - Present

ENDURO CAPITAL PARTNERS LLC

RIA
CRD#: 301072
Wayne, PA
Past

August 1, 2005 - February 24, 2006

MEDALLION INVESTMENT SERVICES, INC.

BD
CRD#: 45314
SEVERNA PARK, MD
Past

January 1, 2005 - March 22, 2005

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA

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
Pennsylvania
(7/9/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/16/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


EC
ENDURO CAPITAL PARTNERS LLC
ENDURO CAPITAL PARTNERS LLC

CRD#: 301072 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/9/2019 Approved)
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Contact information


Main Address
Wayne, PA
Mailing Address
Phone number
(215) 399-0402
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts55
AUM (Assets Under Management)$ 5,266,958

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


ENDURO CAPITAL PARTNERS LLC

CRD#: 301072Wayne, PA

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