Jared Anthony Gruszczynski

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

• 08/2016 → 06/2019
  Valmark Securities, Inc.
  Akron, OH
• 11/2017 → 06/2019
  Valmark Advisers, Inc
  Akron, OH
• 08/2019 → 04/2021
  Mariner Wealth Advisors
  Coral Gables, FL
• 08/2019 → 04/2021
  Msec, Llc
  Coral Gables, FL
• 07/2019 → 07/2019
  Unemployed
  Ft Lauderdale, FL
• 04/2021 → 12/2023
  Gries Financial Partners
  Cleveland, OH
• 01/2023 → Present
  Sequoia Financial Group
  Tampa, FL

Previous Registrations

• 2021-04-30 → 2024-01-10
  Gfp Private Wealth
  Miami, FL
  Cleveland, OH
• 2019-10-31 → 2021-03-19
  Mariner
  Coral Gables, FL
• 2017-11-30 → 2019-06-27
  Valmark Advisers, Inc.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-11-10

Designations

• Certified Financial Planner

Other Names

• Jared Gruszczynski