Jacob Edward Masterson

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

• 06/2017 → 07/2024
  Buckingham Asset Management, Llc
  Clayton, MO
• 03/2014 → 05/2017
  Schweitzer Uhc
  Springfield, IL
• 08/2009 → 05/2017
  Student
  Springfield, MO
• 07/2024 → 04/2026
  Focus Partners Wealth, Llc
  St. Louis, MO
• 04/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2020-05-14 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-14

Designations

• Chartered Financial Analyst