Jonathan Sard

Employer firm

Sard Wealth Managment Group, LLC CRD 123457

$464M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → 07/2020
  Securities Service Network, Inc.
  Atlanta, GA
• 04/2007 → Present
  Sard Wealth Management Group, Llc
  Atlanta, GA
• 07/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1) 1. Sard Wealth Management Group, LLC 2. Investment Related 3. See Branch Office in Section 1 4. Registered Investment Advisor 5. President, IAR 6. 02/2007 7. 200 hrs/mo 8. 8 hrs during trading 9. Financial Planning, meeting with clients, portfolio management 2) 1. Jonathan Sard 2. Not investment related 3. See Branch Office in Section 1 4. Life, disability, long-term care and annuity insurance sales 5. Owner, licensed agent 6. 1992 7. 5 hrs/mo 8. 5 hrs/mo during trading 9. We provide insurance analysis for clients needing life, disability, or long term care insurance, or annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-05
• S63 Uniform Securities Agent State Law Examination
  1994-12-09

Designations

• Certified Financial Planner

Other Names

• Jonathan Sard
• Jonathan (No Middle Name) Sard