Jacob William Walters

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

• 06/2023 → Present
  Sequoia Financial Group
  Akron, OH
• 08/2019 → 06/2023
  Ohio University
  Athens, OH
• 06/2022 → 08/2022
  Corporate Technologies Group
  Hudson, OH
• 08/2015 → 05/2019
  Twinsburg High School
  Twinsburg, OH
• 05/2020 → 08/2020
  Ohio University/ Sogeti Capgemini
  Athens, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-05