Jonathan SardCRD Number: 2330785
Current Firm: Sard Wealth Managment Group, LLC
Jonathan Sard (CRD# 2330785) is an Investment Advisor Representative working at Sard Wealth Managment Group, LLC in Atlanta, GA and has over 26 years of experience in the finance industry. Jonathan Sard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2020 - Current||1|
|Sard Wealth Management Group, LLC||Atlanta, GA||Apr 2007 - Current||14|
|Securities Service Network, Inc.||Atlanta, GA||Aug 2002 - Jul 2020||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management259MILLIONS
Total Number of Accounts785ACCOUNTS
Average Account Value$329,375
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NC, TX
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