wiseradvisor

Jason Sandos
Sandos Financial Inc

Tel: (801) 849-0049
1374 Shelbrooke Dr.
South Jordan, UT 84095
Sandos Financial Inc | Financial Advisor in South Jordan ,UT

About Sandos Financial Inc

Welcome to Sandos Financial we are here to help you manage Investment Risk with our Fact-based Investment Strategies, gain a better understanding of Retirement Income & Wealth Transfer.


General Information

Firm Start Year:   2017
No.of Employees:   2-4
Insurance License#:   123063
Name of Custodial Firm:   Folio Institutional
States Licensed in:   UT
Number of Years with Current Firm:   3
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At your home, At your office, Video Conference, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity


Firm Information

Assets Managed by Firm:   9,500,000
Assets Managed by Advisor:   $9500000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   See ADV



Faqs

  • Will you be the only person working with me? Yes
  • How are you compensated? How will I pay for your services? Fee-only advisor, my compensation is based on assets under management.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No, we are a discretionary investment advisory that follows a specific investment management strategy
  • Do you offer any guaranteed results? No
  • How much risk should I be willing to take? Please complete our free Risk Assessment Questionaire
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Disclaimer

Investment Advice Offered Through Sandos Financial, Inc. Investment Advisor, Life Insurance & Fixed Annuities Offered through Sandos Life Inc. Sandos Financial, Inc. may only conduct business in states where it is properly registered. Addition information about Sandos Financial also is available on the SECs website at www.adviserinfo.sec.gov

Jason Sandos

Jason Sandos

Jason Sandos is an Investment Advisor Representative with the main focus of investment risk management and assisting clients in working toward, and achieving, their future financial goals. With more than 20 years of experience, he has built a successful financial planning business, with a clientele consisting of individuals planning their Retirement and/or leaving a legacy for their loved ones. His extensive knowledge, experience, and continued education in the financial industry enable him to keep informed of industry news, changes, and the most up to date products and services available. He has pursued and accepted courses of study, met the stringent standards, qualifications, and high educational requirements set forth by Utah Insurance Law to obtain a Utah State Insurance License and the Utah State Insurance Advisory License. He has studied and passed the Series 65 Uniform Investment Advisor Law Examination. During his career, he has also held the Series 7 General Securities Representative, the Series 66 Uniform Combined Registered Investment Advisor, the Series 6 Investment Company-Variable Contracts Representative, and Series 63 Uniform Securities Agent, Jason is lifetime residents of Salt Lake City, Utah, and a proud family man.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Not Provided

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