Lucas Weber Klosterman

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

• 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

• 2024-06-28 → 2025-08-03
  J.P. Morgan Securities Llc
  Westerville, OH
  Westerville, OH
  Columbus, OH
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-06-27
• S63 Uniform Securities Agent State Law Examination
  2022-10-21

Other Names

• Lucas Klosterman