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Jennifer Rose Stevens

Focus Partners Wealth, LLC

Boston, MA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-21
MD RA APPROVED 2021-08-27
  • MA RA
    APPROVED
    Since 2025-07-21
  • MD RA
    APPROVED
    Since 2021-08-27

Branch Locations

One Boston Place, 201 Washington Street 11Th Floor, Boston, MA 02108 • 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
The Colony Group, Llc Boston MA 01/2018 01/2025
Bridgewater Wealth & Financial Management, Llc Bethesda MD 02/2016 12/2017
Focus Partners Wealth, Llc Boston MA 01/2025 Present
  • 01/2018 → 01/2025
    The Colony Group, Llc
    Boston, MA
  • 02/2016 → 12/2017
    Bridgewater Wealth & Financial Management, Llc
    Bethesda, MD
  • 01/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations

View on SEC IAPD

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