Advisor at Sequoia Financial Group, L.L.C.
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Firm
Sequoia Financial Group, L.L.C.
Location
Akron, OH 44333
Credentials
Series 63
Industry experience
31 years
Jennifer Collins is a financial advisor at Sequoia Financial Group, L.L.C. with 31 years of industry experience. She holds a Series 63 designation and has worked at firms including Stratos Wealth Securities, L.L.C., Stratos Wealth Partners, Ltd., LPL Financial, Raymond James Financial Services, and Cetera Advisors Networks. Collins also spent ten years with Arbonne International Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm uses 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
3500 Embassy Parkway
Akron, OH 44333
Ohio
Stratos Wealth Securities, Llc
2024 - Present (2 years)
Stratos Wealth Partners, Ltd
2019 - Present (7 years)
Stratos Investment Management, LLC
2019 - Present (7 years)
LPL Financial
2019 - Present (7 years)
Raymond James Financial Services Advisors Inc.
2019 - 2019 (1 year)
Raymond James Financial Services,inc
2019 - 2019 (1 year)
LPL Financial
2017 - 2019 (2 years)
Stratos Wealth Partners, Ltd
2017 - 2018 (1 year)
UNEMPLOYED
2016 - 2017 (1 year)
Cetera Advisors Networks Llc
2015 - 2016 (1 year)
Arbonne International Inc.
2006 - 2016 (10 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
Akron, OH
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Series 66
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Series 63, Series 65
Broadview Heights, OH
Ascend Wealth Advisors, LLC
CFA®, Series 65, Series 66
Uniontown, OH
Summit Investments and Financial Planning
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