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Shandon Dale Johnson

Sequoia Financial Group, L.L.C.

Cottonwood Heights, UT

Akron, OH

CRD 6943697

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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:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-07-28
  • UT RA
    APPROVED
    Since 2025-07-28

Branch Locations

6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047 • 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
The Martin Worley Group Cottonwood Heights UT 12/2017 Present
Cabela's Lehi UT 10/2013 08/2017
Uvu Orem UT 09/2012 12/2017
Sequoia Financial Group, Llc Akron OH 07/2025 Present
  • 12/2017 → Present
    The Martin Worley Group
    Cottonwood Heights, UT
  • 10/2013 → 08/2017
    Cabela's
    Lehi, UT
  • 09/2012 → 12/2017
    Uvu
    Orem, UT
  • 07/2025 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
  • 2018-10-02 → 2025-10-22
    The Martin Worley Group
    Cottonwood Heights, UT
Other Businesses

Sequoia Financial Group, LLC - Wealth Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-01
  • S65 Uniform Investment Adviser Law Examination
    2018-10-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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LIDO

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Peter Kelson
STAN JOSEPH GOODELL
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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
LIDO · Cottonwood Heights, UT

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