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Timothy Jake Landmesser

Investment adviser representative at Sequoia Financial Group, L.L.C.
12 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

12 years in the industry.

  1. Sequoia Financial Group, L.L.C.Nov 2024 to now
  2. SeiJun 2023 to Nov 2024
  3. JPMorganJun 2022 to Aug 2022
  4. Pennsylvania State UniversityAug 2019 to Jun 2023
  5. Germantown AcademyAug 2014 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
7719366
Firm CRD
117756
Advisor's SEC record (opens in a new tab)
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