Jerry Allen Slone

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

• 09/2006 → 06/2018
  Arnett Carbis Toothman Wealth Advisors Llc
  Charleston, WV
• 07/2018 → Present
  Buckingham Asset Management, Llc.
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-08-06 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Charleston, WV
  St Louis, MO
• 2006-10-06 → 2018-08-21
  Arnett Carbis Toothman Wealth Advisors Llc
  Charleston, WV

Exams

• S66 Uniform Combined State Law Examination
  2004-08-24