Joshua MandelkornCRD 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 7 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Lpl Financial LLC||Jacksonville, FL||Jul 2013 - Current||4|
|Sanchez Wealth Management Group, LLC||Jacksonville, FL||Jul 2013 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management138MILLIONS
Total Number of Accounts658ACCOUNTS
Average Account Value$209,305
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, LA, NH
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