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Matthew T. Schmidt

Sequoia Financial Group, L.L.C.

Berwyn, PA

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-20
  • PA RA
    APPROVED
    Since 2026-05-20

Branch Locations

1205 Westlakes Dr., Berwyn, PA 19312 • 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
Sequoia Financial Group, Llc Akron OH 05/2026 Present
J.P. Morgan Institutional Investments Inc. New York NY 05/2022 05/2026
J.P. Morgan Investment Management Inc. New York NY 05/2022 05/2026
Jp Morgan Chase Bank, N.A. New York NY 06/2020 07/2021
George Washington University Washington DC 08/2017 05/2021
George Washington University Washington DC 08/2019 05/2021
Amerisourcebergen Valley Forge PA 06/2019 01/2020
Unemployed New York NY 05/2012 07/2017
Jp Morgan Chase Bank, N.A. New York NY 07/2021 05/2022
  • 05/2026 → Present
    Sequoia Financial Group, Llc
    Akron, OH
  • 05/2022 → 05/2026
    J.P. Morgan Institutional Investments Inc.
    New York, NY
  • 05/2022 → 05/2026
    J.P. Morgan Investment Management Inc.
    New York, NY
  • 06/2020 → 07/2021
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 08/2017 → 05/2021
    George Washington University
    Washington, DC
  • 08/2019 → 05/2021
    George Washington University
    Washington, DC
  • 06/2019 → 01/2020
    Amerisourcebergen
    Valley Forge, PA
  • 05/2012 → 07/2017
    Unemployed
    New York, NY
  • 07/2021 → 05/2022
    Jp Morgan Chase Bank, N.A.
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-20
  • S63 Uniform Securities Agent State Law Examination
    2022-09-20
Designations
Other Names
  • Matthew Schmidt

View on SEC IAPD

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