Carmone Jovon Duncan-Copeland

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

• 04/2022 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 09/2021 → 04/2022
  Follett Higher Education
  Denver, CO
• 11/2018 → 03/2019
  Microcenter
  Denver, CO
• 09/2010 → Present
  University Of Denver
  Denver, CO
• 07/2016 → 02/2017
  Brookdale Senior Living
  Denver, CO

Other Businesses

the name of the other business; University of Denver whether the business is investment-related; No the address of the other business; 2199 S University Blvd. Denver, CO 80210 the nature of the other business; higher education your position; Financial Specialist title, or relationship with the other business; Financial Specialist the start date of your relationship; 09/2010 the approximate number of hours/month you devote to the other business; 30 hours per week the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; paying invoices and ordering supplies. Processing payments for Library fines and fees.

Designations

• Certified Financial Planner

Other Names

• Carmone Duncan