Todd Stephenson Jones

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

• 10/2014 → 07/2024
  Gratus Capital Llc
  Atlanta, GA
• 08/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2015-01-22 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
  Atlanta, GA
• 2008-07-29 → 2014-12-18
  Gratus Capital Management, Llc
  Atlanta, GA
• 2005-12-05 → 2007-06-21
  M.L. Stern & Co., Llc.
  Carmel, CA
  Carmel, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-12-01

Other Names

• Todd S Jones