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® designation (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.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
slide 2 of 9
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.