Sard Wealth Managment Group, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sard Wealth Managment Group, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Sard Wealth Management Group, LLC
Securities Service Network, Inc
Jonathan Sard has no disclosures.
Please visit their SEC profile for more details.