Jonathan Sard

Financial advisor at Sard Wealth Managment Group, LLC · Atlanta, GA

Last updated 2026-10-10

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Jonathan Sard is a financial advisor at Sard Wealth Managment Group, LLC in Atlanta, GA, CRD 2330785. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2007-08-23.

Registration

CRD number
2330785
Registration status
Active
IAPD registration
2007-08-23
Industry Experience
19 years
Work Experience
24 years
States registered
FL, GA, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2002-08 to 2020-07 · Securities Service Network, Inc. · Atlanta, GA
  • 2007-04 to Present · Sard Wealth Management Group, LLC · Atlanta, GA
  • 2020-07 to Present · Purshe Kaplan Sterling Investments · Albany, NY

Current employment

SEC IAPD record for Jonathan Sard

Sard Wealth Managment Group, LLC

Regulatory AUM
$463,973,082
Registered advisors
2
Offices
1
Average AUM per client
$1.4M (Low)
High-net-worth client ratio
47.7% (Moderate)

Sard Wealth Managment Group, LLC: advisors, services and reported ETF investments

About

Jonathan Sard is a CFP® financial advisor at Sard Wealth Managment Group, LLC in Atlanta, GA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 19 years of industry experience and 24 years of reported work history. Reported roles include Purshe Kaplan Sterling Investments, Sard Wealth Management Group, LLC, Securities Service Network, Inc..

SEC disclosures list additional business and community activities: 1) 1: Sard wealth management group, llc 2; Investment related 3.

Sard Wealth Managment Group, LLC's firm-level Form ADV reports 2 advisors across 1 offices; approximately 162.5 clients per advisor, average assets per client of $1,427,609, and regulatory AUM of $464M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Other Advisory Service.

PortfolioFuture's firm-level 13F analysis covers $148.8M across 30 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Sard personally.

Reported ETF positions

Sard Wealth Managment Group reports 30 ETF positions worth $148.8M on Form 13F; the largest are listed.

Largest ETF positions reported by Sard Wealth Managment Group
FundReported value
FBND — Fidelity Total Bond ETF$27.9M
VTI — Vanguard Morningstar Total Stock Market ETF$21.2M
RSP — Invesco S&P 500 Equal Weight ETF$19.8M
SDY — State Street SPDR S&P Dividend ETF$15.2M
SCHD — Schwab US Dividend Equity ETF$15.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Sard Wealth Managment Group, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services

Location

5607 Glenridge Drive, Atlanta, GA 30342

2 advisors at this office.

Sard Wealth Managment Group office in Atlanta, GA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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