Jason David Sanchez
Investment Adviser Representative at BEAM Wealth Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason David Sanchez is an investment adviser representative with BEAM Wealth Advisors, Inc. in New Orleans, LA, where they have been registered since 2009. They have worked in the securities industry since 2003 and have been registered with 5 firms, including Securities America, Inc. and LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana
- Broker:
3 states and territories
Alabama, Louisiana, Mississippi
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- OBAN Wealth Management LLCMay 2008 – no end date reportedCovington, LA
- BEAM Wealth Advisors, Inc.Jun 2008 – no end date reportedCovington, LA
- Securities America IncJul 2015 – Mar 2022Covington, LA
- Purshe Kaplan Sterling InvestmentsMar 2022 – no end date reportedAlbany, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BEAM Wealth Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $75,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal wealth services including financial advice, investment management, retirement planning, business owner consulting, legacy planning, and services for Chevron employees; business services including retirement and institutional planning and charitable giving.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Covington, LA
- SEC file number:
- 801-60334
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at BEAM Wealth Advisors, Inc.
Showing 12 of 25 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason David Sanchez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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