Joshua Shane Hunter

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Atlanta, GA
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 08/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO
• 05/2018 → 07/2024
  Gratus Capital, Llc
  Atlanta, GA

Previous Registrations

• 2018-05-17 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
• 2014-10-16 → 2018-05-08
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Atlanta, GA
  Minneapolis, MN
• 2004-05-27 → 2004-12-17
  Cetera Advisors Llc
  Gainesville, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-11-10
• S65 Uniform Investment Adviser Law Examination
  2002-05-10
• S63 Uniform Securities Agent State Law Examination
  2001-12-06

Designations

• Certified Financial Planner