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Zachary Edward Brown

Focus Partners Wealth, LLC

Jacksonville, FL

St. Louis, MO

CRD 7976765

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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
FL RA APPROVED 2024-09-10
  • FL RA
    APPROVED
    Since 2024-09-10

Branch Locations

Jacksonville, FL • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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 08/2024 Present
Mcclow Clark And Berk Pa Jacksonville FL 07/2010 Present
  • 08/2024 → Present
    The Colony Group, Llc
    Boston, MA
  • 07/2010 → Present
    Mcclow Clark And Berk Pa
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-14
  • S65 Uniform Investment Adviser Law Examination
    2022-10-14

View on SEC IAPD

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