National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Jason Sandos

Sandos Financial Inc

1374 Shelbrooke Dr.

South Jordan, UT 84095
(801) 8490049

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

CRD#

4140614

Firm CRD#

286347

Insurance License#

123063

Name of Custodial Firm

Folio Institutional

States Licensed in

UT

Years of Experience in Financial Services

20

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity

Firm Information

Assets Managed by Firm

9,500,000

Assets Managed by Advisor

$9500000

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee

Fee % Based on Assets

See ADV

Disclosures

https://sandosfinancial.com/home/privacy-policy

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