David Alan Webb

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

• 04/2019 → 04/2023
  Jnba Financial Advisors Inc.
  Bloomington, MN
• 02/2017 → 03/2019
  The Johnston Group, Llc
  Minneapolis, MN
• 01/2011 → 12/2016
  Abbot Downing
  Minneapolis, MN
• 08/2023 → Present
  Carlson Capital Management, Llc
  Bloomington, MN
• 05/2023 → 07/2023
  Unemployed
  Woodbury, MN

Previous Registrations

• 2023-10-05 → 2025-09-10
  Carlson Capital Management, Llc
  Bloomington, MN
• 2019-05-01 → 2023-05-01
  Jnba Financial Advisors, Llc
  Bloomington, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-01-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst