James Michael Yaworski
Investment adviser representative at Sequoia Financial Group, L.L.C.
10 yearsExperience
1 stateRegistered in
CFADesignation
$32.2BFirm assets
Are you James Michael Yaworski? Claim your profile
Contact this firm
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.Mar 2025 to now
- Carlson Capital Management, LLCMay 2016 to Mar 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6433127
- Firm CRD
- 117756