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Janet Santa Sherry

Arkadios Wealth Advisors

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About Janet Santa Sherry

Janet Sherry is a financial advisor with over 20 years of experience in the financial services industry. Janet currently works at Arkadios Wealth Advisors where she has been since 2019. Prior to that, Janet worked at TRIAD ADVISORS LLC. Janet has a wide range of experience in the financial services industry and is a Certified Financial Planner. She has also earned both her Series 7 and Series 63 licenses and is registered in over a dozen states.

Firm Information

Janet Sherry is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Janet Sherry’s Registration & Firm History

NJ

05/06/2019 - Present

Arkadios Wealth Advisors (Wall NJ)

NJ

03/21/2014 - 04/30/2019

TRIAD ADVISORS LLC (WALL NJ)

NJ

11/07/2011 - 03/31/2014

NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)

NJ

06/01/2009 - 07/25/2011

SECURITIES AMERICA, INC. (MADISON NJ)

NJ

03/01/2004 - 06/02/2009

CAPITAL ANALYSTS, INCORPORATED (MADISON NJ)

MO

11/20/2002 - 11/26/2003

EDWARD JONES (ST. LOUIS MO)

NY

05/14/2001 - 11/21/2002

BNY INVESTMENT CENTER INC. (NEW YORK NY)

PA

03/10/1997 - 12/09/1999

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

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Licenses & Designations

BC

Issued 03/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janet Santa Sherry.
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