Jeffrey Lester
Jeffrey Lester is a registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 18 years of industry experience. Jeffrey 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
3500 Embassy Parkway, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a retirement plan advisor and registered investment advisor with Eide Bailly Advisors since 2007. He is also an insurance agent with Eide Bailly Agency, selling non-variable insurance, and a wealth advisor with Sequoia Financial Group, LLC since 2024.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Eide Bailly Advisors, LLC
Securities America, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
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.