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Inactive

Lucas Weber Klosterman

Sequoia Financial Group, L.L.C.

Dublin, OH

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
OH RA APPROVED 2025-08-08
  • OH RA
    APPROVED
    Since 2025-08-08

Branch Locations

5475 Rings Rd., Suite 475, Dublin, OH 43017 • 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
Jpmorgan Chase Bank, N.A. Westerville OH 07/2022 08/2025
J.P Morgan Securities Llc Westerville OH 07/2022 08/2025
Dublin Family Vision Center Dublin OH 06/2020 06/2022
Lower.cOm New Albany OH 05/2021 08/2021
Men's Wearhouse Dublin OH 01/2018 07/2018
Graeter's Ice Cream Dublin OH 03/2016 02/2018
Ups Hilliard OH 05/2020 06/2020
Unemployed Dublin OH 09/2019 04/2020
The Rail Dublin OH 07/2018 08/2019
Sequoia Financial Group Akron OH 08/2025 Present
  • 07/2022 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Westerville, OH
  • 07/2022 → 08/2025
    J.P Morgan Securities Llc
    Westerville, OH
  • 06/2020 → 06/2022
    Dublin Family Vision Center
    Dublin, OH
  • 05/2021 → 08/2021
    Lower.cOm
    New Albany, OH
  • 01/2018 → 07/2018
    Men's Wearhouse
    Dublin, OH
  • 03/2016 → 02/2018
    Graeter's Ice Cream
    Dublin, OH
  • 05/2020 → 06/2020
    Ups
    Hilliard, OH
  • 09/2019 → 04/2020
    Unemployed
    Dublin, OH
  • 07/2018 → 08/2019
    The Rail
    Dublin, OH
  • 08/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-27
S63 Uniform Securities Agent State Law Examination 2022-10-21
  • S66 Uniform Combined State Law Examination
    2024-06-27
  • S63 Uniform Securities Agent State Law Examination
    2022-10-21
Other Names
  • Lucas Klosterman

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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