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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Jared Anthony Gruszczynski

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

Tampa, FL | AKRON, OH

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Search this name across graphsid dfx:ria:bf3e6479-6925-34a2-5d4a-b91a8d55a54f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEQUOIA FINANCIAL GROUP, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 10, 2017
First registration: Nov 30, 2017
Dual registered: no
Other names: Jared Gruszczynski
IAPD individual key: 6699630

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jan 11, 2024	n/a	yes	Tampa, FL\|AKRON, OH	Current employment
GFP PRIVATE WEALTH	Former SEC adviser	Apr 30, 2021	Jan 10, 2024	no	Miami, FL\|CLEVELAND, OH	Previous registration
Mariner	Bd affiliated wealth	Oct 31, 2019	Mar 19, 2021	no	CORAL GABLES, FL	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	Nov 30, 2017	Jun 27, 2019	no	Boca Raton, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GFP PRIVATE WEALTH	SEQUOIA FINANCIAL GROUP, L.L.C.	Jan 10, 2024	Jan 11, 2024	1	Firm change	RIA to RIA
Mariner	GFP PRIVATE WEALTH	Mar 19, 2021	Apr 30, 2021	42	Firm change	Ibd to RIA
VALMARK ADVISERS, INC.	Mariner	Jun 27, 2019	Oct 31, 2019	126	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Jan 11, 2024 to presentfactForm ADV
→ GFP PRIVATE WEALTHRegistered adviserregistration: previous registration
Apr 30, 2021 to Jan 10, 2024factForm ADV
→ MARINERRegistered adviserregistration: previous registration
Oct 31, 2019 to Mar 19, 2021factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Nov 30, 2017 to Jun 27, 2019factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Jared Anthony Gruszczynski left Gfp Private Wealth for Sequoia Financial Group, L.L.C. (registered 2024-01-11)
Form ADVobserved 5 days ago