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Jenna Marie Johnson

Sequoia Financial Group, L.L.C.

Billings, MT

Akron, OH

CRD 6412550

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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
MT RA APPROVED 2024-09-16
  • MT RA
    APPROVED
    Since 2024-09-16

Branch Locations

401 N. 31St St., Ste 1120, Billings, MT 59103-7112 • 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
Shawn Rehm Agency, Inc. Fargo ND 08/2012 06/2018
Horace Mann Companies Springfield IL 08/2012 06/2018
Horace Mann Investors, Inc. Springfield IL 03/2016 06/2018
Complete Investment Advisory Llc Fargo ND 06/2018 08/2019
College Smart Fargo ND 08/2019 12/2019
Eide Bailly Financial Services Fargo ND 12/2019 Present
United Planners Scottsdale AZ 12/2019 07/2023
Ywca Fargo ND 02/2021 08/2022
Eide Bailly Advisors, Llc. Fargo ND 12/2019 Present
  • 08/2012 → 06/2018
    Shawn Rehm Agency, Inc.
    Fargo, ND
  • 08/2012 → 06/2018
    Horace Mann Companies
    Springfield, IL
  • 03/2016 → 06/2018
    Horace Mann Investors, Inc.
    Springfield, IL
  • 06/2018 → 08/2019
    Fargo, ND
  • 08/2019 → 12/2019
    College Smart
    Fargo, ND
  • 12/2019 → Present
    Eide Bailly Financial Services
    Fargo, ND
  • 12/2019 → 07/2023
    United Planners
    Scottsdale, AZ
  • 02/2021 → 08/2022
    Ywca
    Fargo, ND
  • 12/2019 → Present
    Eide Bailly Advisors, Llc.
    Fargo, ND
Previous Registrations
Other Businesses

1.) EIDE BAILLY FINANCIAL SERVICES - NO TITLE- HOLDING COMPANY ONLY - FARGO, ND - SINCE 12/2019 - INVESTMENT RELATED 2.) EIDE BAILLY AGENCY- AGENT - NON-VARIABLE INSURANCE - BILLINGS, MT - SINCE 12/2019 - INVESTMENT RELATED 3.) EIDE BAILLY ADVISORS - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - BILLINGS, MT - SINCE 12/2019 - INVESTMENT RELATED 4.) sEQUOIA FINANCIAL GROUP, LLC - WEALTH ADVISOR - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-05
S63 Uniform Securities Agent State Law Examination 2016-09-15
  • S65 Uniform Investment Adviser Law Examination
    2018-12-05
  • S63 Uniform Securities Agent State Law Examination
    2016-09-15

View on SEC IAPD

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