Best Investors Account Sign in
Inactive

Jessica Lynne Jarosik

Focus Partners Wealth, LLC

Fairfax, VA

St. Louis, MO

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-01
VA RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01
  • VA RA
    APPROVED
    Since 2024-07-01

Branch Locations

11325 Random Hills Road Suite 210, Fairfax, VA 22030 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Focus Wealth Management, Ltd. Middleburg VA 11/2015 06/2017
Buckingham Asset Management, Llc Clayton MO 07/2017 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 11/2015 → 06/2017
    Focus Wealth Management, Ltd.
    Middleburg, VA
  • 07/2017 → Present
    Buckingham Asset Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2017-08-01 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Fairfax, VA
    Middleburg, VA
    St Louis, MO
  • 2015-11-10 → 2017-08-01
    Focus Wealth Management, Ltd.
    Fairfax, VA
  • 2013-11-14 → 2015-11-06
    Bridgewater Wealth & Financial Management, Llc
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-14
  • S65 Uniform Investment Adviser Law Examination
    2013-11-14
Designations

View on SEC IAPD

Other Firms

ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor