DFX Intelligence

Data Factory

RIA / WealthAdvisor11 years in industry

Jared Scott Mason

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

AKRON, OH | Berwyn, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f78f490c-8143-0c1e-d498-ed2f5913e9fc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 2, 2022 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: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 27, 2022
First registration: Aug 2, 2022
Dual registered: no
IAPD individual key: 7543649

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	Sep 3, 2026	n/a	yes	AKRON, OH\|Berwyn, PA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 10, 2025	Sep 1, 2026	no	HARLEYSVILLE, PA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Jun 26, 2023	Jul 10, 2025	no	HARLEYSVILLE, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 2, 2022	Jun 14, 2023	no	WASHINGTON, DC\|NEW YORK, NY\|Washington, DC\|OXON HILL, MD\|WASHINGTON, DC\|BLUE BELL, PA	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
LPL FINANCIAL LLC	SEQUOIA FINANCIAL GROUP, L.L.C.	Sep 1, 2026	Sep 3, 2026	2	Firm change	Ibd to RIA
NEXT FINANCIAL GROUP, INC.	LPL FINANCIAL LLC	Jul 10, 2025	Jul 10, 2025	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEXT FINANCIAL GROUP, INC.	Jun 14, 2023	Jun 26, 2023	12	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 10, 2025 to Sep 1, 2026factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jun 26, 2023 to Jul 10, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 2, 2022 to Jun 14, 2023factForm ADV

Dated events

Occurred
Sep 1, 2026
Advisor changed firm
Jared Scott Mason left Lpl Financial Llc for Sequoia Financial Group, L.L.C. (registered 2026-09-03)
Form ADVobserved 6 days ago
Occurred
Jun 14, 2023
Advisor changed firm
Jared Scott Mason left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Next Financial Group, Inc. (registered 2023-06-26)
Form ADVobserved 6 days ago