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Jacob Paul Wham

Focus Partners Wealth, LLC

Seattle, WA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-02-03
  • WA RA
    APPROVED
    Since 2025-02-03

Branch Locations

920 5Th Ave Suite 2720, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merriman Wealth Management, Llc Seattle WA 01/2007 01/2017
Merriman Wealth Management, Llc Seattle WA 01/2017 02/2025
Focus Partners Wealth, Llc Boston MA 02/2025 Present
  • 01/2007 → 01/2017
    Merriman Wealth Management, Llc
    Seattle, WA
  • 01/2017 → 02/2025
    Merriman Wealth Management, Llc
    Seattle, WA
  • 02/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2013-10-02 → 2025-03-27
    Merriman
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-02
  • S65 Uniform Investment Adviser Law Examination
    2013-10-02
Other Names
  • Jake Wham
  • Jake Wham

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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