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Sanctuary Wealth Welcomes San Antonio s JDK Wealth Advisors to Network $400 Million team from Merrill Lynch is Seventh to Join this Year News provided by Share this article Share this article INDIANAPOLIS, April 23, 2021 /PRNewswire/  Sanctuary Wealth, home to the next generation of elite advisors, is enhancing its position in the San Antonio market with the addition of JDK Wealth Advisors as the latest team to choose its partnered independence business model. The four-person team, managing and advising on approximately $400 million in client assets, is the seventh firm to join Sanctuary this year, and the second in San Antonio. The firm is led by Managing Partners Brad Johnson, Randy Daniels and Jonathan Klug, who collectively spent more than 30 years with Merrill Lynch, ably assisted by Director of Operations Martha Ortega.

San antonioUnited statesMichaela moralesVince fertittaBrandy danielsMartha ortegaJonathan klugJim dicksonBrad johnsonMerrill lynchSanctuary alternative solutionsSanctuary insurance solutionsFamily officeSanctuary wealth groupSanctuary wealthManaging partners brad johnson