Jill Branthoover is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Beachwood, OH, with 27 years of industry experience. Jill 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
2000 Auburn Dr., Suite 350, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jill is the Vice President of Sequoia Financial Group, LLC, dedicating full-time hours to wealth management and financial planning since April 2018. She also serves as President of Integrity Excavating, LLC (her spouse's company), spending minimal time on bookkeeping, data entry, and tax preparation.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Rsm US Wealth Management LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Fifth Third Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.