Jennifer Collins
Jennifer Collins is a registered investment advisor at Sequoia Financial Group, L.L.C., based in Mayfield Heights, OH, with 31 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,771 clients with $23B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Financial Advisors charges for investment management services as a percentage of the value of your investments or as a fixed retainer. The exact fee is negotiable based on your financial situation, the amount you invest, and the complexity of the services provided. Fees are billed either quarterly in advance, quarterly in arrears, or monthly in advance. Sequoia may also recommend that clients invest in an affiliated exchange traded fund, which creates a conflict of interest.
Location
6095 Parkland Blvd. Suite 210, Mayfield Heights, OH, 44124
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Regulatory History (2)
Financial
June 2017Financial
May 2017Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Stratos Wealth Securities, LLCBroker
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Cetera Advisor Networks LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.