Joshua S. Mandelkorn

SANCHEZ WEALTH MANAGEMENT GROUP

Jacksonville, FL 32256-6038

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CRD#: 5889501

Professional summary

Joshua Seth Mandelkorn, CFP® is a registered financial advisor currently at SANCHEZ WEALTH MANAGEMENT GROUP, LLC located in Jacksonville, Florida and LPL FINANCIAL LLC located in Jacksonville, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Joshua has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 07/31/2013 - SANCHEZ WEALTH MANAGEMENT GROUP - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Seth Mandelkorn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 23, 2015 - Present

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Office #1: 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038

RIA

CRD#: 169274

Jacksonville, FL

Current

July 31, 2013 - Present

LPL FINANCIAL LLC

Office #1: 5150 Belfort Rd,ste 702, Jacksonville, FL 32256

RIA

CRD#: 6413

JACKSONVILLE, FL

Past

August 1, 2013 - March 4, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

December 11, 2012 - June 17, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

December 3, 2012 - June 14, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

August 24, 2011 - September 28, 2012

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

March 10, 2011 - September 28, 2012

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

CRD#: 169274 / SEC#: 801-78772

RIA

Registered Investment Advisory firm - (11/12/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/23/2015)

Florida
(7/31/2013)

IAR

Florida
(3/23/2015)

Georgia
(4/23/2015)

Minnesota
(7/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/17/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

CRD#: 169274 / SEC#: 801-78772

RIA

Registered Investment Advisory firm - (11/12/2013 Approved)

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Contact information

Main Address

5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038

Mailing Address

Phone number

(904) 281-9261

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (5/27/2025)

ADV PART 2A BROCHURE (5/27/2025)

Regulatory assets under management

Total Number of Accounts	1,303
AUM (Assets Under Management)	$ 465,471,556

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joshua S. Mandelkorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Seth Mandelkorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2011

Series 63

Date: 3/17/2011

SIE

Date: 10/1/2018

Series 7

Date: 3/9/2011

FINRA

Current Firm

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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