Jason Castillo

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

• 08/2018 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 01/2017 → 08/2018
  Nuveen Securities
  Chicago, IL
• 09/2014 → 10/2016
  Eze Software Group
  Chicago, IL
• 10/2016 → 01/2017
  Unemployed
  Chicago, IL
• 08/2018 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  Holladay, UT

Previous Registrations

• 2025-01-07 → 2026-03-20
  Northcoast Asset Management Llc
  Holladay, UT
  Stamford, CT
• 2019-03-15 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
  Holladay, UT

Exams

• S66 Uniform Combined State Law Examination
  2019-01-18

Designations

• Chartered Financial Analyst