Afsana Jahan

Current Employers

Employment History

• 03/2019 → 11/2021
  Balanced Rock Investment Advisors
  Roslindale, MA
• 02/2017 → 02/2019
  Boston Impact Initiative
  Jamaica Plain, MA
• 01/2017 → 01/2017
  Extended Travel
  Dhaka
• 08/2015 → 12/2016
  Brandeis University
  Waltham, MA
• 06/2023 → 04/2025
  Foreside Fund Services, Llc
  Newark, NJ
• 01/2022 → 05/2023
  Tidal Etf Services, Llc/Toroso Investments
  Newark, NJ
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2022-01-23 → 2025-03-31
  Adasina Social Capital
  Malden, MA
  Berkeley, CA
• 2019-05-29 → 2021-11-16
  Balanced Rock Investment Advisors
  Roslindale, MA

Other Businesses

the name of the other business: Envest Microfinance Cooperative whether the business is investment-related: Yes the address of the other business: 621 N. Sherman Avenue, Suite B11, Madison, WI 53704 the nature of the other business: An impact investment fund manager provides financing to microfinance institutions in developing countries your position: Investment Committee and Advisory Board Member title, or relationship with the other business: Investment Committee and Advisory Board Member the start date of your relationship: 07/08/2025 the approximate number of hours/month you devote to the other business: 2.5 hours/month the number of hours you devote to the other business during securities trading hours: 0.5 hours/month and briefly describe your duties relating to the other business: Vote (with no veto power) on investment proposals after reviewing the investment recommendation memo prepared by the portfolio management team. Provide organizational guidance

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-10
• S65 Uniform Investment Adviser Law Examination
  2019-05-21