Jennifer Kathryn Collins
Investment adviser representative at Sequoia Financial Group, L.L.C.
10 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sequoia Financial Group, L.L.C.May 2025 to now
- Stratos Wealth Securities, LLCDec 2024 to now
- Stratos Investment Management, LLCJan 2019 to now
- Stratos Wealth Partners, LtdJan 2019 to now
- LPL Financial LLCFeb 2017 to now
- Raymond James Financial Services Advisors Inc.Jan 2019 to Jan 2019
- Raymond James Financial Services,incJan 2019 to Jan 2019
- Stratos Wealth Partners, LtdFeb 2017 to Dec 2018
- UnemployedSep 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2449551
- Firm CRD
- 117756