Daniel James Robinson

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

• 05/2017 → 09/2019
  Sigma Investment Counselors
  Northville, MI
• 08/2013 → 08/2017
  Central Michigan University
  Mount Pleasant, MI
• 05/2019 → 07/2023
  Sigma Investment Counselors
  Northville, MI
• 11/2023 → 06/2025
  J.P. Morgan Securities Llc
  Birmingham, MI
• 11/2023 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Birmingham, MI
• 08/2023 → 10/2023
  Unemployed
  Shelby Township, MI
• 06/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2023-11-21 → 2025-06-03
  J.P. Morgan Securities Llc
  Birmingham, MI
• 2018-10-13 → 2023-07-21
  Sigma Investment Counselors
  Northville, MI
  Lake Mary, FL
  Northville, MI

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-18
• S65 Uniform Investment Adviser Law Examination
  2018-10-13

Designations

• Certified Financial Planner