Joshua Mandelkorn, financial advisor Jacksonville FL
93 score

Joshua Mandelkorn

CRD Number: 5889501
Current Firm: Sanchez Wealth Management Group, LLC

Joshua Mandelkorn (CRD# 5889501) is an Investment Advisor Representative working at Sanchez Wealth Management Group, LLC in Jacksonville, FL and has over 5 years of experience in the finance industry.

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Wealth By Empowerment
Company Name Location Dates Years
Lpl Financial LLC Jacksonville, FL Jul 2013 - Current 3
Sanchez Wealth Management Group, LLC Jacksonville, FL Jul 2013 - Current 3
Fidelity Brokerage Services, LLC Jacksonville, FL Nov 2012 - May 2013 < 1
E*trade Securities LLC Sandy, UT Feb 2011 - Sep 2012 1
Bank Of England-ar Jacksonville, FL Sep 2009 - Dec 2010 1
Rose International Jefferson City, MO Feb 2009 - Aug 2009 < 1
Ace Mortgage Funding Jacksonville, FL Jul 2008 - Nov 2008 < 1
University Of Central Florida Orlando, FL Aug 2004 - Aug 2008 4
Pestbear Pest Control Sanford, FL May 2006 - Nov 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Joshua S. Mandelkorn
Phone Number: 904-281-9261
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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