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Jonathan (no Middle Name) Sard

President And Chief Compliance OfficerSard Wealth Management Group, LLCCRD 2330785

About Jonathan (no Middle Name) Sard

Jonathan (no Middle Name) Sard is listed as President And Chief Compliance Officer at Sard Wealth Management Group, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sard Wealth Management Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan (no Middle Name) Sard work?

Jonathan (no Middle Name) Sard is listed as President And Chief Compliance Officer at Sard Wealth Management Group, LLC on SEC Form ADV.

How much of Sard Wealth Management Group, LLC does Jonathan (no Middle Name) Sard own?

Form ADV reports a beneficial ownership band of Over 75%.

Sard Wealth Management Group, LLC

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1997
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