Jason Everett Gaunt
Investment adviser representative at Sanchez Gaunt Capital Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$285.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Sanchez Gaunt Capital Management, LLCJun 2025 to now
- Independent Financial GroupDec 2019 to Aug 2025
- Panagora Asset ManagementJan 2013 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Sanchez Gaunt Capital Management, LLC
$285.8MAssets managed
830Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3159542
- Firm CRD
- 336187