James Marlin Witt

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

• 11/2018 → 10/2021
  Act Referral, Llc
  Charleston, WV
• 02/2007 → Present
  Arnett Carbis Toothman Llp
  Charleston, WV
• 11/2021 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-03-14 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Cross Lanes, WV
  St Louis, MO
• 2019-02-28 → 2021-10-01
  Act Referral, Llc
  Charleston, WV

Other Businesses

MR. WITT IS A PARTNER AND TAX PREPARER AT ARNETT CARBIS TOOTHMAN IN CHARLESTON, WEST VIRGINIA FROM NOVEMBER 2017 TO PRESENT.

Designations

• Certified Financial Planner