Jarrod G. Sandra
CHISHOLM WEALTH MANAGEMENT
BURLESON, TX 76028
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CRD#: 6002210
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.
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 has obtained the Certified Plan Fiduciary Advisor and Qualified 401(k) Administrator designations.
Outside of work, he enjoys spending time with his family, cycling, and serving with his church.
Question & Answer
What are your service offerings?
Education Planning
Small Business Planning
Investment Planning
Debt Management
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Budgeting
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
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.
Chisholm Wealth Management; Investment Related; 724 Lake View Dr., Crowley, TX 76036; Advisory Firm; Owner and Chief Compliance Officer; 4/2022; 160 hrs; 160 hrs;
CRS (Client Relationship Summary) - RIA
Click below to view Jarrod Gabriel Sandra's 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®
Start date: 2020
Experience
Current
May 10, 2022 - Present
CHISHOLM WEALTH MANAGEMENT
Office #1: 1308 Nw John Jones Dr, Burleson, TX 76028RIA
CRD#: 321134
BURLESON, TX
Past
September 2, 2022 - April 16, 2024
ADVISOR RESOURCE COUNCIL
RIA
CRD#: 164109
Crowley, TX
Past
June 7, 2013 - April 4, 2022
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
Past
April 9, 2013 - May 10, 2013
OVERRIDGE WEALTH ADVISORS
RIA
CRD#: 115009
FORT WORTH, TX
Past
March 21, 2013 - May 13, 2013
TRIAD ADVISORS LLC
BD
CRD#: 25803
FORT WORTH, TX
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.Highlighted states indicate IAR registrations
IAR
Louisiana(4/3/2023)
IAR
Texas(5/10/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CHISHOLM WEALTH MANAGEMENT
CHISHOLM WEALTH MANAGEMENT | CHISHOLM WEALTH MANAGEMENT LLC
CRD#: 321134 / SEC#:
Louisiana
Registered Investment Advisory firm - (4/3/2023 Approved)Texas
Registered Investment Advisory firm - (5/10/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1308 Nw John Jones Dr, Burleson, TX 76028
Mailing Address
Phone number
(817) 678-2821
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 40,549,166 |
Red Flags
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Company Information
CHISHOLM WEALTH MANAGEMENT
CRD#: 321134Burleson, TX 76028TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
