Jeffrey
Tudor

Sequoia Financial Group, L.L.C

CRD#3141999
Investment Advisor
in Columbus, OH

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About this Advisor

Jeffrey Tudor is a financial advisor based in Columbus, Ohio, working with Sequoia Financial Group, L.L.C. Jeffrey has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, The Joseph Group, Sequoia Financial Group, LLC, Jpmorgan Chase Bank Na, and Jpmorgan Securities LLC. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jeffrey is part of Sequoia Financial Group, L.L.C, which operates out of Columbus, Ohio. The firm has 29 offices and 250 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including 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

Series 66

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

5000 Horizons Drive
Columbus, OH 43220

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Sequoia Financial Group, L.L.C Brokerage Details

Total Assets Under Management

$17,865,170,338

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

250

OH Average: 34
Total Number of Accounts

23,386

OH Average: 1,972
Average Account Size

$763,926

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

Jeffrey Tudor Work History

2023 - Present (2 years)

Sequoia Financial Group, LLC

2017 - 2023 (6 years)

The Joseph Group

2016 - 2017 (1 year)

Jpmorgan Chase Bank Na

2016 - 2017 (1 year)

Jpmorgan Securities LLC

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2009 - 2016 (7 years)

Morgan Stanley Smith Barney

2007 - 2016 (9 years)

Citigroup Global Markets Inc

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Disclosures

Please visit the SEC profile of Jeffrey Tudor 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

Linda Litner
Chicago, IL
Christopher Peck
Akron, OH
David Stribula
Akron, OH
Ryan Cosgray
Columbus, OH
Jan Vecerka
Columbus, OH
Maddalena Parks
Akron, OH
Jared Waldrup
Houston, TX
Brandon Schwab
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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