John L Marchand

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Akron, OH
• 11/2016 → 09/2017
  Wells Fargo Clearing Services, Llc
  Akron, OH
• 09/2017 → 03/2025
  Sequoia Financial Group, Llc
  Akron, OH
• 09/2017 → Present
  Sequoia Financial Advisors, Llc
  Akron, OH
• 03/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2003-07-01 → 2017-09-07
  Wells Fargo Clearing Services, Llc
  Medina, OH
  Akron, OH
  Akron, OH
  Akron, OH
  Akron, OH
• 2003-04-17 → 2003-07-01
  Prudential Equity Group, Llc
  Akron, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - SEPTEMBER 2017. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-26

Designations

• Certified Financial Planner