Joshua Ray Lawson

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

• 02/2015 → 01/2022
  Td Ameritrade, Inc.
  Scottsdale, AZ
• 02/2015 → 01/2022
  Td Ameritrade Investment Management, Llc.
  Scottsdale, AZ
• 01/2022 → 02/2024
  Charles Schwab & Co., Inc.
  Scottsdale, AZ
• 02/2024 → Present
  Churchill Management Group
  Los Angeles, CA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-02-21 → 2025-09-23
  Churchill Management Group
  Gilbert, AZ
• 2022-01-26 → 2024-02-23
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Scottsdale, AZ
• 2015-02-27 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  The Woodlands, TX
  Houston, TX
  Scottsdale, AZ
  Phoenix, AZ
• 2015-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  The Woodlands, TX
  Houston, TX
  Scottsdale, AZ
  Phoenix, AZ
• 2012-11-13 → 2014-10-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Gilbert, AZ
  Scottsdale, AZ
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09

Other Names

• Josh Ray Lawson
• Joshua Lawson
• Joshua Ray Lawson