Jarrod Sandra (CRD# 6002210) is an Investment Advisor Representative working at Chisholm Wealth Management in Crowley, TX and has over 11 years of experience in the finance industry. Jarrod Sandra 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.
CRD# 2785474
Osaic Wealth, Inc.
CRD# 6303332
J.p. Morgan Securities LLC
CRD# 6492477
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisor Resource Council | Dallas, TX | Sep 2022 - Current | 1 |
| Chisholm Wealth Management LLC | Crowley, TX | Apr 2022 - Current | 2 |
| Fidelity Investments | Westlake, TX | May 2013 - Apr 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- LA
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$833,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TX
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