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Jill Janell Facarazzo

Sequent Planning, LLC

Omaha, NE

Scottsdale, AZ

CRD 7268312

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Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-25
AZ RA APPROVED 2022-07-29
  • TX RA
    APPROVED_RES
    Since 2025-09-25
  • AZ RA
    APPROVED
    Since 2022-07-29

Branch Locations

8807 Indian Hills Drive, Omaha, NE 68114 • United States

8501 E. Princess Drive Suite 210, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sequent Planning, Llc Omaha NE 03/2020 07/2022
Futurity First Insurance Group Phoenix AZ 03/2020 Present
Alphalight Capital Scottsdale AZ 03/2020 Present
Freedom Financial Network Tempe AZ 04/2016 04/2020
Sequent Planning, Llc Scottsdale AZ 07/2022 Present
  • 03/2020 → 07/2022
    Omaha, NE
  • 03/2020 → Present
    Futurity First Insurance Group
    Phoenix, AZ
  • 03/2020 → Present
    Alphalight Capital
    Scottsdale, AZ
  • 04/2016 → 04/2020
    Freedom Financial Network
    Tempe, AZ
  • 07/2022 → Present
    Scottsdale, AZ
Other Businesses

1) CUSTOMER SERVICE ADVOCATE - 03/2020 TO PRESENT. INVESTMENT-RELATED. DUTIES INCLUDE PROVIDING CUSTOMER SERVICES FOR INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 8420 WEST DODGE ROAD, OMAHA, NE 68114.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-24
  • S65 Uniform Investment Adviser Law Examination
    2022-06-24
Other Names
  • Jill J Stroh
  • Jill Facarazzo

View on SEC IAPD

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