Jadah S Riley

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

• 08/2016 → 09/2017
  Allstate Insurance Company
  Bridgewater, NJ
• 09/2017 → 09/2018
  Financial Advisor Magazine
  Shrewsbury, NJ
• 11/2018 → 09/2020
  Oppenheimer & Co, Inc
  Summit, NJ
• 01/2023 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 09/2020 → 08/2022
  Rtd Financial
  Philadelphia, PA
• 08/2022 → 01/2023
  Francis Financial
  New York, NY
• 07/2024 → 08/2025
  Focus Partners Wealth, Llc
  Boston, MA
• 08/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-01-24 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Robbinsville, NJ
  St Louis, MO

Other Businesses

the name of the other business: Keep it Goins Foundation (Non-Profit) whether the business is investment-related: No the address of the other business: 619 Hauser Blvd. #1 Los Angeles California 90036 the nature of the other business: Provides pest control services to low-income families free of charge. your position: Treasurer title, or relationship with the other business: Treasurer the start date of your relationship: 03/05/2025 the approximate number of hours/month you devote to the other business: 3 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: treasurer

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-19

Other Names

• Jadah Siobhan Riley