SANDRA J. MAPP
SAVVY | RVP, Wealth Advisor
San Diego, CA
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CRD#: 6025514
Professional summary
SANDRA JEAN MAPP, who also goes by Sandra Jean Lobbes, Sandee Mapp, Sandra Mapp, is a registered financial advisor currently at SAVVY located in San Diego, California.
SANDRA is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. SANDRA has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Sandee joined Mercer Advisors in April 2021 as a Wealth Advisor. Holding aSeries66 securities license and insurance licenses, allows Sandee to provide financial and investment advice as a fiduciary advisor with full transparency doing what is in the best interest of her clients. Sandee graduated from the University of San Diego with a Bachelors of Business Administration with emphases in finance and marketing.
Sandee loves her clients and utilizes a holistic approach to retirement planning; Plans focus on income planning, investment management, tax optimization planning, health and long-term care planning and estate planning while realizing that “Life Happens.”
When Sandee is not working, she enjoys spending time with family & friends and actively supports many local youth sporting and non-profit organizations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sandra Jean Lobbes | Sandee Mapp | Sandra Mapp
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.
Vice President of the Mt Miguel High School Foundation; Volunteer position supporting high school board; Non-investment related; Start date: Apr 23 2016; Approx. 1 hour per month; 8585 Blossom Lane Spring Valley CA 91977.
CRS (Client Relationship Summary) - RIA
Click below to view SANDRA JEAN MAPP'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®
NoneExperience
Current
July 15, 2025 - Present
SAVVY
RIA
CRD#: 318493
San Diego, CA
Past
April 27, 2021 - August 29, 2025
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
San Diego, CA
Past
June 20, 2016 - July 6, 2021
EPSTEIN AND WHITE FINANCIAL LLC
RIA
CRD#: 281230
SAN DIEGO, CA
Past
October 6, 2014 - June 17, 2016
EDWARD JONES
RIA
CRD#: 250
LA MESA, CA
Past
September 10, 2014 - June 17, 2016
EDWARD JONES
BD
CRD#: 250
LA MESA, CA
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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.Highlighted states indicate IAR registrations
IAR
California(7/15/2025)
IAR
Texas(7/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
