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

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

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Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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