Jebalakshi Angeline Indrika Arnold

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

• 01/2013 → 10/2019
  Harvest Capital Management Inc.
  Concord, NH
• 10/2019 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2013-02-06 → 2019-11-14
  Harvest Capital Management Inc
  Concord, NH
• 2011-03-18 → 2013-01-02
  Daintree Advisors Llc
  Boston, MA
• 2005-03-01 → 2010-10-15
  Calibre Advisory Services Inc.
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-28

Designations

• Certified Financial Planner

Other Names

• Indrika Arnold