Jarrod Gabriel Sandra
CFP®Professional Summary
Jarrod Gabriel Sandra, CFP® is a registered financial advisor currently at CHISHOLM WEALTH MANAGEMENT located in Burleson, Texas. Jarrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jarrod has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Business Services
- Investment Management
- Financial Planning
- Risk Management & Insurance
- Retirement Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
Biography
Jarrod has been in the industry since 2008 working in financial planning, investment management, and 401k plan management. He has worked for small advisory firms and as well as a Vice President of Fidelity Investments overseeing roughly $8 billion in assets. He has a Masters of Science in Personal Financial Planning from Texas Tech and a Bachelors of Business Administration in Finance from the University of Central Oklahoma. He is a CERTIFIED FINANCIAL PLANNER™ and...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
CHISHOLM WEALTH MANAGEMENT | CHISHOLM WEALTH MANAGEMENT LLC
Contact Information
Main Address
1308 Nw John Jones Dr, Burleson, TX 76028Phone Number
(817) 678-2821# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
254AUM (Assets Under Management)
$71,066,822Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/3/2023)
(5/10/2022)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2017About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2017About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jarrod Gabriel Sandra's CRS (Customer Relationship Summary).
Services Offered by Jarrod
- Education Funding
- Business Services
- Investment Management
- Financial Planning
- Risk Management & Insurance
- Retirement Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
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