Heather Marie Walters

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

• 07/2013 → 02/2017
  Jp Morgan Securities Llc
  Melbourne, FL
• 07/2013 → 02/2017
  Jp Morgan Chase Bank
  Melbourne, FL
• 02/2017 → Present
  Jpmorgan Securities Llc
  Columbus, OH
• 03/2019 → 07/2021
  Wealthstone Inc.
  Columbus, OH
• 07/2021 → Present
  Sequoia Financial Group Llc
  Columbus, OH

Other Names

• Heather Marie Pennell