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Timothy Jake Landmesser

Investment Adviser Representative at Sequoia Financial Group, L.L.C.

Berwyn, PACRD #7719366Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Timothy Jake Landmesser is an investment adviser representative with Sequoia Financial Group, L.L.C. in Berwyn, PA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.

Office

1205 Westlakes Dr., Suite 270
Berwyn, PA 19312

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/19/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sequoia Financial Group, L.L.C.Current
2/20/2025 – Berwyn, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Sequoia Financial Group, LLC
    Nov 2024 – no end date reportedAkron, OH
  2. SEI
    Jun 2023 – Nov 2024Oaks, PA
  3. Pennsylvania State University
    Aug 2019 – Jun 2023State College, PA
  4. Germantown Academy
    Aug 2014 – Jul 2019Fort Washington, PA
  5. JPMorgan
    Jun 2022 – Aug 2022Newark, DE

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sequoia Financial Group, L.L.C.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Subscription fee
Estimated blended rate
0.0033

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
247
Offices listed on AdvisorFinder:
17
Main office:
Akron, OH
SEC file number:
801-61089

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 24, 2026

View full firm profile

Other advisors at Sequoia Financial Group, L.L.C.

Showing 12 of 247 in the directory

View Sequoia Financial Group, L.L.C. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Jake Landmesser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Timothy Jake Landmesser (Sequoia Financial Group)