Jason Brandt Kley

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

• 05/2011 → 03/2025
  Carlson Capital Management
  Northfield, MN
• 11/2015 → 03/2025
  Carlson Capital Management, Llc
  Northfield, MN
• 03/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2015-12-17 → 2025-05-15
  Carlson Capital Management, Llc
  Bloomington, MN
  Northfield, MN
• 2014-01-29 → 2015-12-31
  Carlson Capital Management
  Northfield, MN
• 2006-08-29 → 2006-09-05
  Vector Wealth Management, Llc
  Minneapolis, MN

Other Businesses

Sequoia Foundation - Investment related. Duties: Secretary - Maintain records of meetings, handle official correspondence, and ensure accurate records of the organization's activities. Approximately ten hours per quarter is spent on this activity during business hours.

Designations

• Certified Financial Planner