James David Weaver

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

• 10/2021 → Present
  Sequoia Financial Group Llc
  Cleveland, OH
• 10/2021 → Present
  Sequoia Financial Advisors Llc
  Cleveland, OH
• 04/2010 → 09/2021
  Key Bank
  Cleveland, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 1350 EUCLID AVE, SUITE 800, CLEVELAND, OH 44115. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - OCTOBER 2021. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - SENIOR VICE PRESIDENT, FINANCIAL ADVISOR. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-14
• S63 Uniform Securities Agent State Law Examination
  1987-07-06

Other Names

• Jim Weaver
• James D Weaver