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Jack L Griffin

Investment adviser representative at Sequoia Financial Group, L.L.C.
28 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

28 years in the industry.

  1. Sequoia Financial Group, L.L.C.Jul 2025 to now
  2. Martin Worley GroupNov 2016 to now
  3. Griffin Tax & Invetment Services LLCOct 1998 to now

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (UT).

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
3079449
Firm CRD
117756
Advisor's SEC record (opens in a new tab)
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