Jack P Zhang

Current Employers

Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-08-29
OH	RA	APPROVED	2021-07-15

TX RA
APPROVED

Since 2022-08-29
OH RA
APPROVED

Since 2021-07-15

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

5475 Rings Road Suite 475, Dublin, OH 43017 • 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

Organization	City	State	From	To
Halite Partners, Llc	Columbus	OH	07/2017	08/2018
Scs Financial	Boston	MA	04/2012	07/2017
Wealthstone Inc.	Columbus	OH	08/2018	07/2021
Sequoia Financial Group Llc	Columbus	OH	07/2021	Present
Sequoia Financial Advisors Llc	Columbus	OH	07/2021	Present

07/2017 → 08/2018

Halite Partners, Llc

Columbus, OH
04/2012 → 07/2017

Scs Financial

Boston, MA
08/2018 → 07/2021

Wealthstone Inc.

Columbus, OH
07/2021 → Present

Sequoia Financial Group Llc

Columbus, OH
07/2021 → Present

Sequoia Financial Advisors Llc

Columbus, OH

Previous Registrations

2018-09-14 → 2021-12-31

Wealthstone Advisors

Columbus, OH
2017-08-29 → 2018-08-23

Halite Partners, Llc

Columbus, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 5000 HORIZONS DRIVE, COLUMBUS, OHIO 43220. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JULY 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - CHIEF INVESTMENT STRATEGIST. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Current Employers

Sequoia Financial Group, L.L.C.

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

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