Jordan Colby Sandler
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2025 to now
- Cadaret, Grant & Co., Inc.Mar 2022 to Jul 2025
- Equitable Advisors, LLCJul 2021 to Feb 2022
- UnemployedMay 2021 to Jun 2021
- Florida Atlantic UniversityMay 2019 to Apr 2021
- Culver'sNov 2018 to Aug 2020
- Sandler and Sandler Tax and Accounting ServicesJan 2018 to Jul 2025
- Jupiter High SchoolSep 2017 to Jun 2019
- Palm Beach State CollegeSep 2017 to May 2019
- UnemployedAug 2017 to Aug 2017
- Northwell HealthMar 2016 to Jul 2017
- Mineola High SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7362715
- Firm CRD
- 6413