Jonathan
Sard

Sard Wealth Managment Group, LLC

CRD#2330785
Investment Advisor
in Atlanta, GA
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About this Advisor

Jonathan Sard is a certified financial planner based in Atlanta, Georgia. Currently a registered advisor at Sard Wealth Managment Group, LLC, they have accumulated 16 years of professional experience. Sard holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Sard is able to operate in Florida, Texas and Georgia. Over the course of their career, they have held roles at Securities Service Network, Inc and Sard Wealth Management Group, LLC. Sard Wealth Managment Group, LLC is based out of Atlanta, Georgia. As a company, Sard Wealth Managment Group, LLC manages $186 million in assets throughout 658 accounts and retains three staff members. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Sard Wealth Managment Group, LLC can provide financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5605 Glenridge Drive Suite 895
Atlanta, GA 30342

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Sard Wealth Managment Group, LLC Brokerage Details

Total Assets Under Management

$186,946,750

GA Average: $3,570,121,308
Total Number of Employees

3

GA Average: 58
Total Number of Accounts

745

GA Average: 1,608
Average Account Size

$250,935

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jonathan Sard Work History

Jonathan has 16 years of experience.

2007 - Present (12 years)

Sard Wealth Management Group, LLC

2002 - Present (17 years)

Securities Service Network, Inc

Disclosures

Jonathan Sard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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