Jared Gruszczynski (CRD# 6699630) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Tampa, FL and has over 6 years of experience in the finance industry. Jared Gruszczynski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Group | Tampa, FL | Jan 2023 - Current | 1 |
| Gries Financial Partners | Cleveland, OH | Apr 2021 - Dec 2023 | 2 |
| Mariner Wealth Advisors | Coral Gables, FL | Aug 2019 - Apr 2021 | 1 |
| Msec, LLC | Coral Gables, FL | Aug 2019 - Apr 2021 | 1 |
| Unemployed | Ft Lauderdale, FL | Jul 2019 - Jul 2019 | < 1 |
| Valmark Advisers, Inc. | Akron, OH | Nov 2017 - Jun 2019 | 1 |
| Valmark Securities, Inc. | Akron, OH | Aug 2016 - Jun 2019 | 2 |
| Globetax | New York, NY | Jan 2016 - Aug 2016 | < 1 |
| Yeshiva University | New York, NY | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- FL
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Total Assets Under Management17,865MILLIONS
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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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