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Jake Nicholas Pergolizzi

Sequoia Financial Group, L.L.C.

Akron, OH

Tampa, FL

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-24
  • FL RA
    APPROVED
    Since 2025-10-24

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1410 N. Westshore Blvd., Suite 410, Tampa, FL 33607 • 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
Morgan Stanley Jersey City NJ 03/2022 10/2025
Edge Physical Therapy Paramus NJ 08/2020 02/2022
Hudson Valley Scoliosis Nanuet NY 06/2020 07/2020
Unemployed/Full-Time Education Newark DE 12/2019 06/2020
Alpha Training Newark DE 08/2019 11/2019
Full-Time Education Newark DE 07/2016 05/2020
Sequoia Financial Group Akron OH 10/2025 Present
  • 03/2022 → 10/2025
    Morgan Stanley
    Jersey City, NJ
  • 08/2020 → 02/2022
    Edge Physical Therapy
    Paramus, NJ
  • 06/2020 → 07/2020
    Hudson Valley Scoliosis
    Nanuet, NY
  • 12/2019 → 06/2020
    Unemployed/Full-Time Education
    Newark, DE
  • 08/2019 → 11/2019
    Alpha Training
    Newark, DE
  • 07/2016 → 05/2020
    Full-Time Education
    Newark, DE
  • 10/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
  • 2023-02-06 → 2025-10-02
    Morgan Stanley
    Purchase, NY
    New York, NY
    Purchase, NY
    Jersey City, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15
Designations
Other Names
  • Jake N Pergolizzi

View on SEC IAPD

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MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

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