Jennifer Jessen Jones

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

• 01/2022 → 07/2024
  Gratus Capital, Llc
  Atlanta, GA
• 10/2010 → 12/2021
  Gratus Capital, Llc
  Atlanta, GA
• 08/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2022-02-25 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
  Raleigh, NC
• 2008-08-21 → 2014-12-18
  Gratus Capital Management, Llc
  Atlanta, GA
• 2003-04-16 → 2004-07-15
  Deloitte Investment Advisors Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-10
• S63 Uniform Securities Agent State Law Examination
  2002-07-08

Designations

• Certified Financial Planner

Other Names

• Jennifer Leigh Jessen
• Jennifer Jones
• Jennifer Leigh Jessen