Inactive

Eric Jessen

Focus Partners Wealth, LLC

CRD 6656113

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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:

Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2026-07-09

MO RA
APPROVED

Since 2026-07-09

Branch Locations

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

Organization	City	State	From	To
Unemployed	St. Louis	MO	06/2016	02/2018
Pnc Financial Corp.	Detroit	MI	02/2018	11/2020
Unemployed	Columbia	IL	12/2020	02/2021
Stifel Trust Company, N.A.	St. Louis	MO	03/2021	Present

06/2016 → 02/2018

Unemployed

St. Louis, MO
02/2018 → 11/2020

Pnc Financial Corp.

Detroit, MI
12/2020 → 02/2021

Unemployed

Columbia, IL
03/2021 → Present

Stifel Trust Company, N.A.

St. Louis, MO

Other Names

Eric Lauritz Jessen

View on SEC IAPD

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