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Jean Paul Robert Sanchez

CRD# 6311161·Registered 2014 - 2023
Previously Registered: Being a previously registered professional could mean that Jean Paul is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jean Paul Robert Sanchez was a registered financial advisor. Jean Paul was a previously registered financial professional and started their career in finance 2014 - 2023. Jean Paul had worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

RUSHLIGHT INVESTMENTS LLC·CRD# 184511
RIA
Miami, FL
September 16, 2015 - September 6, 2023
SAXONY SECURITIES, INC.·CRD# 115547
BD
Miami Beach, FL
March 31, 2014 - February 25, 2015

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Current Firm

RI
RUSHLIGHT INVESTMENTS LLC

RUSHLIGHT INVESTMENTS LLC

CRD#: 184511

Contact Information

Main Address

Miami, FL

Phone Number

(305) 527-5736

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

12

AUM (Assets Under Management)

$1,808,538

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2015About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Jul 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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