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Jacob Edward Masterson

Focus Partners Wealth, LLC

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

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
OrganizationCityStateFromTo
Buckingham Asset Management, Llc Clayton MO 06/2017 07/2024
Schweitzer Uhc Springfield IL 03/2014 05/2017
Student Springfield MO 08/2009 05/2017
Focus Partners Wealth, Llc St. Louis MO 07/2024 04/2026
Focus Partners Wealth, Llc St. Louis MO 04/2026 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-14
  • S65 Uniform Investment Adviser Law Examination
    2020-05-14
Designations

View on SEC IAPD

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