Jacob
Sanders
Wealth Enhancement & Preservation
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About this Advisor
Jacob Sanders is a certified financial planner operating out of Alpharetta, Georgia with 5 years of industry experience. Sanders works at Wealth Enhancement & Preservation. During their career, Sanders has held roles at Invest Financial Corporation, Financial Network Associates, Inc, Triad Advisors, Inc, Capital Asset Advisory Services, LLC, Leavitt Financial Group, Inc, Sanders Yearian Advisory Group, Inc, Encore Advisors and Infinite Asset Management. Sanders has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Wealth Enhancement & Preservation is a registered investment business operating out of Alpharetta, GA. The company has offices in two locations and a total of 15 people on staff. It has $185 million in assets under management among its 1,368 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,368 client accounts, 53% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Wealth Enhancement & Preservation likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement & Preservation Brokerage Details
$185,000,000
15
1,368
$135,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Sanders Work History
Jacob has been registered as a financial advisor for 5 years.*
Infinite Asset Management
Triad Advisors, Inc
Capital Asset Advisory Services, LLC
Encore Advisors
Sanders Yearian Advisory Group, Inc
Leavitt Financial Group, Inc
Invest Financial Corporation
Financial Network Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Sanders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement & Preservation
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
