Sanchez Wealth Management Group, LLC
Sanchez Wealth Management Group, LLC (CRD# 169274) is a financial advisory firm headquartered in Jacksonville, FL. They manage $137,722,997 in 658 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management138MILLION
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
Christen Sanchez (CRD# 2885667) is an Investment Advisor Representative working at Sanchez Wealth Management Group, LLC in Jacksonville, FL and has over 20 years of experience in the finance industry. Christen Sanchez 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.
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.