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Joshua Seth Mandelkorn

Investment Adviser Representative at SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Jacksonville, FLCRD #5889501Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joshua Seth Mandelkorn has worked in the securities industry since 2011. They have passed the Series 66, 63, and 7 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/23/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 3/17/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/9/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Sanchez Wealth Management Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SANCHEZ WEALTH MANAGEMENT GROUP, LLCCurrent
3/23/2015Jacksonville, FL
LPL FINANCIAL LLC
8/1/20133/4/2016Fort Mill, SC
STRATEGIC ADVISERS, INC.
12/11/20126/17/2013Jacksonville, FL
E*TRADE CAPITAL MANAGEMENT, LLC
8/24/20119/28/2012Arlington, VA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SANCHEZ WEALTH MANAGEMENT GROUP, LLC

2 other advisors in the directory

View SANCHEZ WEALTH MANAGEMENT GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Seth Mandelkorn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Joshua Seth Mandelkorn - Financial Advisor in Jacksonville, FL | AdvisorFinder