Jonathan Max Abner

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

• 09/2007 → Present
  Buckingham Asset Management, Llc
  St. Louis, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2007-12-04 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO

Other Businesses

MR. ABNER IS THE PRESIDENT AND PARTNER OF ABNER SNACK FOODS, INC., A NON INVESTMENT-RELATED FAMILY-OWNED BUSINESS LOCATED AT 27926 SCHOOL STREET, BELL CITY, MO 63735. HE STARTED AS PRESIDENT IN SEPTEMBER 2010 AND SPENDS A TOTAL OF 10 HOURS PER MONTH DEDICATED TO THE BUSINESS, NONE OF WHICH ARE DURING TRADING HOURS. MR. ABNER MAINTAINS THE ACCOUNTING RECORDS AND BUSINESS DOCUMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-26