Jason Kennedy

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

• 03/2016 → 03/2021
  Lpl Financial, Llc
  Bellevue, WA
• 04/2016 → 03/2021
  Financial Advocates Investment Management
  Bellevue, WA
• 03/2021 → 07/2021
  Lockton Companies Llc
  Scottsdale, AZ
• 03/2021 → 07/2021
  Lockton Investment Advisors
  Scottsdale, AZ
• 03/2021 → 07/2021
  Lockton Investment Securities, Llc
  Scottsdale, AZ
• 08/2021 → 02/2022
  Tmd Wealth Management Llc
  Scottsdale, AZ
• 03/2023 → 03/2023
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → 03/2023
  Retirement Wealth Partners Llc
  Tucson, AZ
• 04/2023 → 04/2024
  Interocean Capital
  Chicago, IL
• 05/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-02-16 → 2023-03-31
  Commonwealth Financial Network
  Tucson, AZ
• 2021-09-15 → 2022-02-01
  Tmd Wealth Management
  Scottsdale, AZ
• 2021-03-05 → 2021-08-06
  Lockton Investment Advisors, Llc
  Overland Park, KS
  Issaquah, WA
  Scottsdale, AZ
• 2016-04-27 → 2021-02-04
  Financial Advocates Investment Management
  Bellevue, WA
  Olympia, WA
  Bellevue, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-15
• S63 Uniform Securities Agent State Law Examination
  2015-08-24

Other Names

• Jason Kennedy
• Jason Scott Kennedy