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Jackson James Wegner

Sequoia Financial Group, L.L.C.

Denver, CO

Akron, OH

CRD 7188026

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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:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-18
  • CO RA
    APPROVED
    Since 2026-06-18

Branch Locations

7001 E. Belleview Ave., Suite 700, Denver, CO 80237 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Valeo Financial Advisors Indianapolis IN 09/2019 06/2021
Pnc Pittsburgh PA 08/2016 08/2019
Moneta Group Investment Advisors, Lcl Clayton MO 07/2021 06/2026
Sequoia Financial Group Akron OH 06/2026 Present
  • 09/2019 → 06/2021
    Valeo Financial Advisors
    Indianapolis, IN
  • 08/2016 → 08/2019
    Pnc
    Pittsburgh, PA
  • 07/2021 → 06/2026
    Moneta Group Investment Advisors, Lcl
    Clayton, MO
  • 06/2026 → Present
    Sequoia Financial Group
    Akron , OH
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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