Jake Nicholas Pergolizzi

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2023-02-06
• S63 Uniform Securities Agent State Law Examination
  2022-04-15

Designations

• Certified Financial Planner

Other Names

• Jake N Pergolizzi