John A. Rodriguez

Finance

Consumer Services

Profile

Mr. John Rodriguez is Senior Manager of Asset Management at Sequoia Financial Advisors LLC.
He joined the firm in 2009.
He is responsible for analyzing portfolio information, running client reports, implementing changes made to the firm’s investment strategy, and serving as the liaison to our independent qualified custodian to ensure all client transactions are handled properly.
He also work closely with financial planners on providing investment recommendations and helping maintain proper asset allocations.
He also lead Sequoia’s investment committee as we review investment performance and strategies for the firm.
He received his undergraduate degree from the University of Dayton.

Former positions of John A. Rodriguez

Companies	Position	End
Sequoia Financial Advisors LLC Sequoia Financial Advisors LLC Investment ManagersFinance Sequoia Financial Advisors LLC (SFA) is a SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Thomas Haught in 2000 and they are a wholly-owned by Sequoia Financial Group LLC, which is owned by Cohen Sequoia Enterprises Ltd. SFA provides wealth planning and investment advisory services to individuals, high net-worth individuals, charitable institutions, foundations, trusts, family offices and other US institutions.	Analyst-Equity	29/09/2016

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Training of John A. Rodriguez

University of Dayton

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	1
Sequoia Financial Advisors LLC Sequoia Financial Advisors LLC Investment ManagersFinance Sequoia Financial Advisors LLC (SFA) is a SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Thomas Haught in 2000 and they are a wholly-owned by Sequoia Financial Group LLC, which is owned by Cohen Sequoia Enterprises Ltd. SFA provides wealth planning and investment advisory services to individuals, high net-worth individuals, charitable institutions, foundations, trusts, family offices and other US institutions.	Finance