Jeremiah Anthony Sanchez
Professional Summary
Jeremiah Anthony Sanchez, who also goes by Jeremiah Anthony, Jeremiah A Sanchez, is a registered financial advisor currently at CRESCENDO WEALTH GROUP LLC located in San Antonio, Texas. Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeremiah has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeremiah Anthony, Jeremiah A Sanchez
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
CRESCENDO RETIREMENT PLAN ADVISORS LLC | CRESCENDO WEALTH GROUP LLC
Contact Information
Main Address
San Antonio, TXPhone Number
(210) 845-6780# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
67AUM (Assets Under Management)
$120,936,738Similar Advisors
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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.
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State Registrations and Notice Filings
(10/23/2024)
(10/17/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2019About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeremiah Anthony Sanchez's CRS (Customer Relationship Summary).
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