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Jacob William Walters

Sequoia Financial Group, L.L.C.

Akron, 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 2024-11-13
  • OH RA
    APPROVED
    Since 2024-11-13

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • 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 Akron OH 06/2023 Present
Ohio University Athens OH 08/2019 06/2023
Corporate Technologies Group Hudson OH 06/2022 08/2022
Twinsburg High School Twinsburg OH 08/2015 05/2019
Ohio University/ Sogeti Capgemini Athens OH 05/2020 08/2020
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05

View on SEC IAPD

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