# JEFFREY ROBERT CARLSON

JEFFREY ROBERT CARLSON is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with SEQUOIA FINANCIAL ADVISORS, L.L.C..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SEQUOIA FINANCIAL ADVISORS, L.L.C.](https://search.stillhousedata.com/firm/117756) | 2025-04-01 | present | Yes |
| [CARLSON CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/281544) | 2015-12-15 | 2025-05-15 | — |
| [CARLSON CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/111414) | 2014-03-20 | 2015-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1232717)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1232717.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.