Jonathan Sard
Investment adviser representative at Sard Wealth Managment Group, LLC
24 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$464MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2020 to now
- Sard Wealth Managment Group, LLCAug 2007 to now
- Sard Wealth Management Group, LLCApr 2007 to now
- Securities Service Network, Inc.Aug 2002 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Sard Wealth Managment Group, LLC
Legal name: Sard Wealth Management Group, LLC
$464MAssets managed
325Clients
2Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2330785
- Firm CRD
- 123457