Rebecca Jean Verr

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

• 05/2014 → 03/2018
  Lincoln Heritage Life Insurance
  Phoenix, AZ
• 08/2018 → 08/2022
  Charles Schwab & Co., Inc.
  Scottsdale, AZ
• 03/2018 → 08/2018
  Keller Williams
  Phoenix, AZ
• 07/2018 → 08/2018
  Discover Financial Services
  Phoenix, AZ
• 11/2019 → 08/2022
  Charles Schwab Bank
  Scottsdale, AZ
• 08/2022 → 01/2023
  Ashton Thomas Private Wealth
  Scottsdale, AZ
• 10/2022 → 01/2023
  M. S. Howells & Co.
  Scottsdale, AZ
• 05/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 02/2023 → 04/2024
  Interocean Capital Group, Llc
  Scottsdale, AZ

Previous Registrations

• 2021-04-22 → 2022-08-11
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-04-21
• S63 Uniform Securities Agent State Law Examination
  2019-11-06

Other Names

• Rebecca Jean Freyberg
• Rebecca J Freyberg
• Rebecca J Verr
• Rebecca Jean Freyberg
• Rebecca Jean Verr