Jason Sanchez is a registered investment advisor, based in New Orleans, LA, with 22 years of industry experience.
Location
New Orleans, LA
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Regulatory History
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.
Learn about disclosures →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
Purshe Kaplan Sterling InvestmentsBroker
Beam Wealth Advisors, INC.
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
Mutual Service CorporationBroker
UBS Financial Services INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.