Justin L. Mason
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Justin Lynn Mason was a registered financial professional .
Justin is a previously registered financial professional and started their career in finance in 2012. Justin had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 28, 2024 - December 31, 2024
SEQUOIA WEALTH MANAGEMENT
January 7, 2021 - December 31, 2023
SEQUOIA WEALTH MANAGEMENT
June 26, 2015 - December 31, 2020
SEQUOIA WEALTH MANAGEMENT
April 15, 2013 - November 13, 2014
INVESTMENT PROFESSIONALS, INC.
April 15, 2013 - November 13, 2014
INVESTMENT PROFESSIONALS, INC.
June 20, 2012 - April 19, 2013
WADDELL & REED
April 6, 2012 - April 19, 2013
WADDELL & REED
State Registrations and Notice Filings
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Exams
Current Firm
SEQUOIA WEALTH MANAGEMENT
CRD#: 226593 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 193,334 |
Red Flags
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