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James Michael Hering

Focus Partners Wealth, LLC

Menlo Park, CA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

Branch Locations

1550 El Camino Real Suite 100, Menlo Park, CA 94025 • 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
Union Square Investment Company San Francisco CA 09/2014 04/2018
Unemployed San Francisco CA 05/2018 09/2020
Bordeaux Wealth Advisors Menlo Park CA 10/2020 Present
Focus Partners Wealth, Llc Boston MA 07/2025 Present
  • 09/2014 → 04/2018
    Union Square Investment Company
    San Francisco, CA
  • 05/2018 → 09/2020
    Unemployed
    San Francisco, CA
  • 10/2020 → Present
    Bordeaux Wealth Advisors
    Menlo Park, CA
  • 07/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
S63 Uniform Securities Agent State Law Examination 1994-03-25
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15
  • S63 Uniform Securities Agent State Law Examination
    1994-03-25
Designations
Other Names
  • James Michael Hering
  • Jim M. Hering
  • James M. Hering

View on SEC IAPD

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