Investment adviser representative · Sanchez Wealth Management Group, LLC
Joshua S. Mandelkorn
CRD 5889501 · Jacksonville, FL
At a glance
Joshua S. Mandelkorn is an investment adviser representative with Sanchez Wealth Management Group, LLC in Jacksonville, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Sanchez Wealth Management Group, LLCSince March 2015Jacksonville, FL · $571M in regulatory assets
- Modern Wealth Management, LLCSince September 2026Kansas City, MO · $11B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Sanchez Wealth Management Group, LLC
- Dawn S. NicolesJacksonville · Certified Financial Planner
- Christen L. SanchezJacksonville · Certified Financial Planner
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