Joshua Mandelkorn, financial advisor Jacksonville FL

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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Jacksonville, FL Jul 2013 - Current 10
Sanchez Wealth Management Group, LLC Jacksonville, FL Jul 2013 - Current 10
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
    342
    MILLIONS
  • Total Number of Accounts
    1,069
    ACCOUNTS
  • Average Account Value
    $320,070
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, GA, LA, NC, SC, TX

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