About Sandor

Sandor Petrovics is an Investment Associate with Burns Wealth Management Group at J.P. Morgan Wealth Management.

As a member of the investment team, he helps with portfolio construction, research and trading. He also specializes in corporate retirement plans and individual insurance products.

For over 20 years, Sandor has helped manage affluent investors' financial needs through multiple market cycles. Throughout his career, he developed an in-depth and well-diversified capability set that includes lending, insurance and wealth management at leading Fortune 100 financial institutions.

Sandor attended the Western University in Ontario, Canada, where he earned a B.A. in Economics. He received an M.B.A. from Edinburgh Business School at Heriot-Watt University in Edinburgh, Scotland. Sandor's dedication to his craft has led him to attain the CERTIFIED FINANCIAL PLANNER (CFP®)—one of the most respected designations in wealth management. Additionally, he holds the Accredited Investment Fiduciary® (AIF®) designation, and FINRA Series 6, 7, 63, 66, Life, Health and Variable Annuity and General Agent licenses.

Sandor is a long-time Florida resident and lives in Jupiter with his wife and children.





Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Wealth Planning

Providing for your loved ones during your lifetime

January 9, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.