Francis Sanchez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (8)

Series 57TOSIESeries 55Series 7Series 9Series 4Series 66Series 63

Registered states (3)

Florida · New Jersey · South Carolina

Years in the industry (source record)

17

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Edward Jones

Firm CRD

250

SEC number

801-3297

Assets under management

$1.0T as of Jun 29, 2026

Website

www.twitter.com/EDWARDJONES ↗

Phone

314-515-2000

Firm location

St. Louis, MO, 63131

Employment history (14)

From the source registration record · current first

• Edward JonesCurrent

  St Augustine, FL · BC capacity
  start not retrieved → present
• Edward JonesCurrent

  Saint Augustine, FL · IA capacity
  start not retrieved → present
• Edward JonesCurrent

  St Augustine, FL · IA capacity
  start not retrieved → present
• Edward JonesCurrent

  Saint Augustine, FL · IA capacity
  start not retrieved → present
• Edward JonesCurrent

  St Augustine, FL · IA capacity
  start not retrieved → present
• Vanguard Advisers, Inc.

  Charlotte, NC · IA capacity
  May 6, 2020 → Sep 22, 2023
• Vanguard Marketing Corporation

  Charlotte, NC · BC capacity
  May 6, 2020 → Sep 22, 2023
• Advice And Planning Services

  Red Bank, NJ · IA capacity
  Oct 1, 2018 → Mar 6, 2020
• Tiaa-Cref Individual & Institutional Services, LLC

  Red Bank, NJ · BC capacity
  Sep 25, 2018 → Mar 6, 2020
• Fidelity Personal And Workplace Advisors

  Boston, MA · IA capacity
  Jul 13, 2018 → Sep 18, 2018
• Fidelity Brokerage Services LLC

  Shrewsbury, NJ · BC capacity
  Aug 20, 2010 → Aug 29, 2018
• Strategic Advisers LLC

  Shrewsbury, NJ · IA capacity
  Apr 18, 2011 → Jul 13, 2018
• Citicorp Securities Services, Inc.

  New York, NY · BC capacity
  Dec 13, 2007 → Apr 11, 2008
• Citigroup Global Markets Inc.

  New York, NY · BC capacity
  Jul 7, 2006 → Apr 7, 2008

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.