James
Wyland

Sequoia Financial Group, L.L.C

CRD#473655
Investment Advisor
in Akron, OH

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About this Advisor

James Wyland is a chartered financial consultant based in Akron, Ohio who has 2 years of industry experience. Wyland is currently employed by Sequoia Financial Group, L.L.C. Their career trajectory has included roles at Wealthstone Family Office, LLC, Wealthstone Equities, Inc, Sequoia Financial Group LLC and Sequoia Financial Advisors LLC. Wyland maintains a Series 63 license, designating them as a securities broker, and can operate in Ohio. Sequoia Financial Group, L.L.C is a registered investment company operating out of Akron, OH. It has offices in 17 locations and a total of 212 people on staff. It oversees $16 billion in total assets between its 19,755 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 19,755 customer accounts, 35% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Sequoia Financial Group, L.L.C provides a broad array of services, including 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. A financial advisor's fee schedules usually vary depending on which services are offered. However, fee types charged by Sequoia Financial Group, L.L.C can consist of any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

3500 Embassy Parkway
Akron, OH 44333

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Sequoia Financial Group, L.L.C Brokerage Details

Total Assets Under Management

$15,567,376,490

OH Average: $2,106,341,625
Total Number of Employees

212

OH Average: 34
Total Number of Accounts

19,755

OH Average: 1,972
Average Account Size

$788,022

OH Average: $1,068,125

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

James Wyland Work History

James has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sequoia Financial Group LLC

2021 - Present (3 years)

Sequoia Financial Advisors LLC

1985 - 2021 (36 years)

Wealthstone Equities, Inc

1977 - 2021 (44 years)

Wealthstone Family Office, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Wyland 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

Richelle Durkin
Troy, MI
Laura Kiick
Akron, OH
Henry On
Akron, OH
Taylor Papiernik
Akron, OH
Matthew Pullar
Akron, OH
Christopher Creahan
Beachwood, OH
Sara Gans
Akron, OH
Gregory Robb
Medina, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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