Jeffrey Alan Tudor

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

• 07/2016 → 05/2017
  Jpmorgan Chase Bank Na
  Columbus, OH
• 07/2016 → 05/2017
  Jpmorgan Securities Llc
  Columbus, OH
• 05/2017 → 11/2023
  The Joseph Group
  Columbus, OH
• 11/2023 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2017-05-25 → 2024-01-29
  The Joseph Group Capital Management
  Columbus, OH
• 2016-07-28 → 2017-04-20
  J.P. Morgan Securities Llc
  Columbus, OH
• 2009-06-01 → 2016-08-16
  Morgan Stanley
  Columbus, OH
• 2007-04-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Columbus, OH
• 2006-01-12 → 2007-05-23
  J.P. Morgan Investment Management Inc.
  New York, NY
• 2004-12-17 → 2005-12-31
  J.P. Morgan Asset Management
  Columbus, OH
• 2004-03-10 → 2004-12-16
  Citigroup Global Markets Inc.
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2004-03-04