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Jenna Grace Oriani

Sequoia Financial Group, L.L.C.

Mayfield, OH

Akron, OH

CRD 8138414

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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
OH RA APPROVED 2025-09-23
  • OH RA
    APPROVED
    Since 2025-09-23

Branch Locations

5910 Landerbrook Dr., Mayfield, OH 44143 • 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
Sequoia Financial Group, Llc Akron OH 06/2025 Present
Normandy Catering Wickliffe OH 05/2020 06/2025
Chardon High School Chardon OH 08/2017 06/2021
Chardon Middle School Chardon OH 06/2015 08/2017
  • 06/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
  • 05/2020 → 06/2025
    Normandy Catering
    Wickliffe, OH
  • 08/2017 → 06/2021
    Chardon High School
    Chardon, OH
  • 06/2015 → 08/2017
    Chardon Middle School
    Chardon, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-22
  • S65 Uniform Investment Adviser Law Examination
    2025-09-22

View on SEC IAPD

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