Jerrold A Grecu

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

• 03/2011 → 06/2022
  Grecu Capital Management Inc.
  Roseville, CA
• 07/2022 → Present
  Buckingham Strategic Wealth, Llc.
  Clayton, MO
• 01/2023 → Present
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-07-28 → 2024-08-29
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Bend, OR
• 2011-05-12 → 2022-07-28
  Grecu Capital Management, Inc.
  Roseville, CA
• 2009-07-08 → 2011-12-08
  Gasber & Grecu Financial Advisors, Llc
  Gold River, CA
• 2002-02-07 → 2009-08-04
  Grecu Capital Management, Inc.
  Roseville, CA
  Roseville, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-08

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jerrold Allen Grecu
• Lex Grecu