Jenny P Boyke

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

• 03/2007 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 01/2016 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2021 → 03/2021
  Foreside Financial Services, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2016-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2016-01-04 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2007-07-24 → 2015-12-31
  Kovitz Investment Group, Llc
  Chicago, IL
• 2004-04-27 → 2005-01-19
  Deloitte Investment Advisors Llc
  Chicago, IL

Other Businesses

1) NAME: TJB Indiana Properties, LLC ADDRESS: CHICAGO, IL NATURE: REAL ESTATE POSITION: OWNER OF RENTAL PROPERTY 2 HOURS/MONTH, NOT TRADING. 2) Co-Trustee of Todd N. Soltwedel Family Trust U/A/D 12/01/2020 Chicago, IL Co-Trustee of Trust for Family Member 1 hour/month, not trading Start 12/2020 Providing investment guidance

Exams

• S66 Uniform Combined State Law Examination
  2007-07-23
• S65 Uniform Investment Adviser Law Examination
  2004-04-07
• S63 Uniform Securities Agent State Law Examination
  2002-10-21

Designations

• Certified Financial Planner

Other Names

• Jenny P Soltwedel
• Jenny P. Tereszkiewicz Simmons
• Jenny Pauline Simmons
• Jenny P. Simmons
• Jenny Pauline Boyke