John W. Sardoni
Professional summary
John Whitman Sardoni, who also goes by John Sardoni, is a registered financial advisor currently at GENEROUS WEALTH MANAGEMENT located in Littleton, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Whitman Sardoni's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2023 - Present
GENEROUS WEALTH MANAGEMENT
September 28, 2021 - January 26, 2023
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
January 1, 2016 - November 14, 2017
AVANTAX INVESTMENT SERVICES, INC.
August 14, 2009 - July 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
July 2, 2008 - November 18, 2008
WORLD GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2023)
(6/13/2025)
(8/22/2023)
Exams
Current Firm
GENEROUS WEALTH MANAGEMENT
CRD#: 318091 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 216 |
| AUM (Assets Under Management) | $ 45,347,724 |
Red Flags
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