Jared Scott Mason
Investment adviser representative at Sequoia Financial Group, L.L.C.
11 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
11 years in the industry.
- Sequoia Financial Group, L.L.C.Aug 2026 to now
- LPL Financial LLCJul 2025 to Aug 2026
- Next Financial Group, Inc.Jun 2023 to Jul 2025
- Bank of America, N.A.Jun 2022 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Jun 2023
- J.crewJun 2021 to Jan 2022
- TargetJul 2020 to Nov 2021
- UnemployedMar 2020 to Jul 2020
- Reddz TradingOct 2019 to Mar 2020
- Radius NetworksJul 2019 to Sep 2019
- Threads LLCMay 2019 to May 2019
- American UniversityAug 2018 to May 2022
- Go Mobile IncMar 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7543649
- Firm CRD
- 117756