Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Zhang is a financial advisor registered in Ohio and Texas. Jack is a Chartered Financial Analyst and has been in the financial services industry since 2012. Jack is currently employed by Sequoia Financial Group, LLC, a firm with a focus on wealth management and financial planning. Jack is a Chief Investment Strategist for Sequoia Financial Group, LLC. Jack has a strong track record of providing comprehensive financial planning services to high-net-worth individuals, charitable organizations, and businesses. Jack specializes in investment management, retirement planning, and estate planning. Jack provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
08/29/2022 - Present
Sequoia Financial Group, LLC (Dublin OH)
Active
Inactive
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