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Jeff D Donham

Focus Partners Wealth, LLC

Richmond, VA

CRD 4946751

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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
VA RA APPROVED 2016-05-25
  • VA RA
    APPROVED
    Since 2016-05-25

Branch Locations

7100 Forest Ave Suite 301, Richmond, VA 23226 • 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
The Colony Group, Llc Boston MA 02/2016 Present
  • 02/2016 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-06-01
  • S63 Uniform Securities Agent State Law Examination
    2005-06-01
Designations
  • Certified Financial Planner
Other Names
  • Jeff Douglas Donham
  • Jeff Donham

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

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