Advisor at Sequoia Financial Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sequoia Financial Group, L.L.C.
Location
Northfield, MN 55057
Credentials
CFP®
Industry experience
12 years
Jason Kley is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2025. Prior to joining Sequoia, he worked at Carlson Capital Management for 14 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.
Based on Sequoia Financial Group, L.L.C.
Based on Sequoia Financial Group, L.L.C.
Financial planning fees may be flat fees starting at $1,500 and up depending on plan type and complexity.
Financial planning fees can be charged hourly based on scope and agreed in writing.
Performance fees charged for one private fund (Focus Fund) and a separate client account under legacy arrangements.
Wealth Planning Services plan updates and monitoring fees may be fixed retainer fees; fees are negotiable and communicated in written agreements.
Minimum fee: Wealth Planning Service Fees starting at $1,500 for Financial Independence Plan; up to $10,000 or negotiated for Wealth Management Plan; Trustee Support Services set-up fee up to $2,500
11 Bridge Square
Northfield, MN 55057
Minnesota
Sequoia Financial Group, LLC
2025 - Present (1 year)
Carlson Capital Management, LLC
2015 - 2025 (10 years)
Carlson Capital Management
2011 - 2025 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Faribault, MN
Dornbusch Asset Management
Series 63, Series 66
Elko, MN
Family Wealth Management
CFP®, Series 65
Northfield, MN
Wealth Span Capital Management
Series 66
Elko New Market, MN
NextGen Financial Advice LLC
Series 63
Northfield, MN
Sequoia Financial Group, L.L.C.
CFP®, Series 63, Series 65
Northfield, MN
Sequoia Financial Group, L.L.C.
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