Jeffrey
Carlson
Sequoia Financial Group, L.L.C
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About this Advisor
Jeffrey Carlson is a financial advisor based in Northfield, Minnesota, working with Sequoia Financial Group, L.L.C. Jeffrey has previously worked at Carlson Capital Management, Carlson Capital Management, LLC, and Sequoia Financial Group, LLC. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Jeffrey is part of Sequoia Financial Group, L.L.C, which operates out of Northfield, Minnesota. The firm has 29 offices and 296 employees. The firm manages assets totaling $23.0 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequoia Financial Group, L.L.C includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$23,033,619,111
296
28,338
$812,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Carlson Work History
Sequoia Financial Group, LLC
Carlson Capital Management, LLC
Carlson Capital Management
Disclosures
Please visit the SEC profile of Jeffrey Carlson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequoia Financial Group, L.L.C
Tampa, FL
Akron, OH
Akron, OH
Akron, OH
Northfield, MN
Cleveland, OH
Houston, TX
Akron, OH
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