Jack Zhang (CRD# 6844525) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Group LLC | Columbus, OH | Jul 2021 - Current | 2 |
| Sequoia Financial Advisors LLC | Columbus, OH | Jul 2021 - Current | 2 |
| Wealthstone Inc. | Columbus, OH | Aug 2018 - Jul 2021 | 2 |
| Halite Partners, LLC | Columbus, OH | Jul 2017 - Aug 2018 | 1 |
| Scs Financial | Boston, MA | Apr 2012 - Jul 2017 | 5 |
- OH
- TX
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Total Assets Under Management17,865MILLIONS
-
Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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