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Jonathan R. Smith

Focus Partners Wealth, LLC

Madison, WI

CRD 7055359

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-04
  • WI RA
    APPROVED
    Since 2026-01-04

Branch Locations

800 Excelsior Drive Suite 201, Madison, WI 53717 • 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
Johnson Bank Madison WI 12/2013 04/2021
Johnson Wealth Inc. Madison WI 12/2018 09/2021
Johnson Bank Madison WI 05/2021 09/2021
Kovitz Investment Group Partners, Llc Madison IL 10/2021 Present
Focus Partner Wealth, Llc St. Louis MO 01/2026 Present
  • 12/2013 → 04/2021
    Johnson Bank
    Madison, WI
  • 12/2018 → 09/2021
    Johnson Wealth Inc.
    Madison, WI
  • 05/2021 → 09/2021
    Johnson Bank
    Madison, WI
  • 10/2021 → Present
    Kovitz Investment Group Partners, Llc
    Madison, IL
  • 01/2026 → Present
    Focus Partner Wealth, Llc
    St. Louis, MO
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Jonathan Smith

View on SEC IAPD

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