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Managing Member/chief Compliance Officer · Integral Financial Planning LLC

Jennifer L. Sanchez

CRD 5584227 · Named on Form ADV at one SEC-registered adviser

At a glance

Integral Financial Planning LLC, an SEC-registered wealth manager with $158 million in regulatory assets, lists Jennifer L. Sanchez on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.