Matthew D. Lankford

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

• 11/2020 → 06/2021
  New York Life Insurance Co
  Vienna, VA
• 06/2019 → 11/2020
  Nautilus Aquatics
  Vienna, VA
• 10/2019 → 11/2020
  Centerra
  Washington, DC
• 01/2015 → 04/2019
  Central Intelligence Agency
  Mclean, VA
• 06/2021 → 02/2023
  Edward Jones
  St Louis, MO
• 02/2023 → 04/2024
  Navy Federal Investment Services, Llc
  Vienna, VA
• 04/2024 → 07/2025
  J.P. Morgan Securities Llc
  Ashburn, VA
• 04/2024 → 07/2025
  Jpmorgan Chase Bank, N.A.
  Ashburn, VA
• 05/2019 → 05/2019
  Unemployed
  Fairfax, VA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Saint Louis, MO

Previous Registrations

• 2024-04-23 → 2025-07-15
  J.P. Morgan Securities Llc
  Ashburn, VA
  Sterling, VA
  Centreville, VA
  Purcellville, VA
• 2023-02-10 → 2024-04-19
  Navy Federal Investment Services, Llc
  Vienna, VA
  Vienna, VA
• 2021-07-22 → 2023-02-07
  Edward Jones
  Fairfax, VA
  St Louis, MO
  Oakton, VA

Exams

• S66 Uniform Combined State Law Examination
  2021-07-21

Other Names

• Matthew David Lankford
• Matthew D Lankford