Jordan Kasey Priddy

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

• 10/2018 → 04/2022
  Custom Wood Products
  Manhattan, KS
• 06/2022 → 10/2023
  Legacy Financial Strategies, Llc
  Leawood, KS
• 08/2018 → 05/2022
  Kansas State University
  Manhattan, KS
• 09/2006 → 05/2018
  N/A
  Silver Lake, KS
• 11/2023 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2023-11-17 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Kansas City, MO
• 2023-03-10 → 2023-10-25
  Legacy Financial Strategies, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-10