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Jacob T

Series 63, Series 65

Wichita, KS

Sequent Planning, LLC

Jacob Turner is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Futurity First Insurance Group and Mutual of Omaha in insurance and investment roles. He is licensed as an insurance agent, offering health and life insurance products. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and retirement-plan services through a network of independent investment adviser representatives using a structured risk framework and diversified investment approaches.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Chelsie J

Series 65

Wichita, KS

Sequent Planning, LLC

Chelsie Jamison is a financial advisor at Sequent Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previous experience with Inspired Advisors, Walmart, Braums, and Circle High School. Outside of her advisory role, she is also licensed as an insurance broker through Inspired Advisors. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 independent investment adviser representatives, employing a structured risk framework and diversified manager exposures.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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