Jeffrey Parker, financial advisor Akron OH

Jeffrey Parker

CRD Number: 5498966
Current Firm: Sequoia Financial Group, LLC

Jeffrey Parker (CRD# 5498966) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sequoia Financial Advisors, LLC Tampa, FL Oct 2012 - Current 11
Sequoia Financial Group, LLC Tampa, FL Sep 2012 - Current 11
Valmark Securities, Inc. Akron, OH Oct 2012 - Dec 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Jeffrey L. Parker
Phone Number: 330-375-9480
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    17,865
    MILLIONS
  • Total Number of Accounts
    23,386
    ACCOUNTS
  • Average Account Value
    $763,926
Compensation Options
  • 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
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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