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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tudor is a financial advisor with over 20 years of experience in the industry. Jeffrey currently works at Sequoia Financial Group, LLC, a firm based in Akron, OH. Jeffrey has a broad range of experience, having previously worked at J.P. Morgan Securities LLC, Morgan Stanley, Citigroup Global Markets Inc., and JPMorgan Distribution Services, Inc. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services for individuals, families, and businesses.
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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OH
01/02/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
07/28/2016 - 04/20/2017
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
06/01/2009 - 08/16/2016
MORGAN STANLEY (COLUMBUS OH)
OH
04/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
OH
12/17/2004 - 03/07/2007
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
NY
02/10/2003 - 12/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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