Jacob Norman Biliack

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

• 09/2013 → 10/2017
  Ponderosa Fire District
  Bellemont, AZ
• 07/2017 → 12/2017
  Four Peaks Wealth Management, Llc
  Flagstaff, AZ
• 01/2018 → 07/2023
  Wt Wealth Management, Llc
  Scottsdale, AZ
• 01/2018 → 09/2019
  Madison Fire Department
  Madison, WI
• 08/2023 → Present
  Hoylecohen, Llc
  Phoenix, AZ
• 09/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-12-22 → 2024-11-21
  Hoylecohen, Llc
  Phoenix, AZ
  San Diego, CA
• 2018-05-24 → 2023-07-11
  Wt Wealth Management, Llc
  Flagstaff, AZ
  Scottsdale, AZ
  Flagstaff, AZ
  Scottsdale, AZ
• 2017-08-11 → 2017-12-12
  Four Peaks Wealth Management, Llc
  Flagstaff, AZ
• 2016-06-15 → 2017-06-14
  Equitable Advisors, Llc
  Flagstaff, AZ
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

Engaged in the management of 3 short-term rental properties. Spends approximately 1% of his time engaged in activity related to this.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-12

Designations

• Certified Financial Planner

Other Names

• Jacob Biliack