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Inactive

Jan Paul Vecerka

Sequoia Financial Group, L.L.C.

Dublin, OH

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-23
  • OH RA
    APPROVED
    Since 2023-06-23

Branch Locations

5475 Rings Road Suite 475, Dublin, OH 43017 • 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
Sequoia Financial Group Columbus OH 01/2022 06/2023
Sequoia Financial Group Columbus OH 07/2021 01/2022
Wealthstone Advisors Columbus OH 01/2021 07/2021
Franklin University Columbus OH 03/2019 01/2021
First Coast Security Columbus OH 11/2017 03/2019
Bravo Italian Kitchen Columbus OH 11/2016 11/2017
Outback Steakhouse Columbus OH 11/2015 11/2016
Sequoia Financial Group, Llc Columbus OH 06/2023 Present
  • 01/2022 → 06/2023
    Sequoia Financial Group
    Columbus, OH
  • 07/2021 → 01/2022
    Sequoia Financial Group
    Columbus, OH
  • 01/2021 → 07/2021
    Wealthstone Advisors
    Columbus, OH
  • 03/2019 → 01/2021
    Franklin University
    Columbus, OH
  • 11/2017 → 03/2019
    First Coast Security
    Columbus, OH
  • 11/2016 → 11/2017
    Bravo Italian Kitchen
    Columbus, OH
  • 11/2015 → 11/2016
    Outback Steakhouse
    Columbus, OH
  • 06/2023 → Present
    Sequoia Financial Group, Llc
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-15
  • S65 Uniform Investment Adviser Law Examination
    2023-06-15
Designations

View on SEC IAPD

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BROOKSTONE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
GOLDEN RESERVE RETIREMENT, LLC

Other Investors

WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik
JESSICA ANNE Hultberg
Timothy Joseph Burkett
Abigail Rose
ANDREW PAUL KEELER
MARK D BEAVER

Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

More in Dublin, OH

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