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Jason David Sanchez

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$611K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$75K
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Location

72096 Ramos Avenue, Suite D, Covington, LA, 70433

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is an investment advisor with BEAM Wealth, doing business as Oban Wealth Management, and dedicates more than full-time hours to this role. He also engages in insurance sales, spending a few hours per week on this activity, and is involved in various community and statistical roles.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
April 2022 - Present · 3 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2022 - Present · 3 yrs 10 mos
Beam Wealth Advisors, INC.
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
July 2015 - April 2022 · 6 yrs 9 mos
LPL Financial LLCBroker
September 2009 - July 2015 · 5 yrs 10 mos
Mutual Service CorporationBroker
May 2008 - September 2009 · 1 yr 4 mos
UBS Financial Services INC.Broker
October 2003 - June 2008 · 4 yrs 8 mos
State Registrations2 states
LAMS
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason David Sanchez - Financial Advisor | TrueAdvisor