Jiorden Sanchez
Investment adviser representative at United Asset Strategies Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$2.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- United Asset Strategies, Inc.May 2020 to now
- UnemployedJul 2018 to May 2020
- Goldman SachsApr 2014 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
United Asset Strategies Inc.
$2.2BAssets managed
1,673Clients
25Advisers
34 yearsIn 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
- 5692933
- Firm CRD
- 107434