Jeffery Alan Yorg

Employer firm

Focus Advisor Solutions, LLC CRD 143319

$41.5B regulatory AUM 1,716 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 10/2019
  Gurtin Fixed Income Management, Llc
  Chicago, IL
• 10/2019 → Present
  Buckingham Strategic Partners
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-10-11 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2014-10-06 → 2019-10-09
  Gurtin Municipal Bond Management
  Solana Beach, CA
  Rock Hill, MO
  Kirkwood, MO

Other Businesses

ADJUNCT PROFESSOR AND FACULTY FELLOW, FINANCE DEPARTMENT, UNIVERSITY OF TEXAS - AUSTIN; NOT INVESTMENT RELATED; 110 INNER CAMPUS DRIVE, AUSTIN, TX 78705; START DATE FALL 2022 SEMESTER; BETWEEN ONE AND FIVE HOURS DURING BUSINESS HOURS AND 25 HOURS DURING NON BUSINESS HOURS; ADJUNCT PROFESSOR TEACHING A CLASS ON PUBLIC FINANCE. CITY OF CLAYTON, MISSOURI; NON-INVESTMENT RELATED; CLAYTON, MISSOURI; ALDERMAN; MAY 2024; 10 HOURS PER MONTH; 2 TO 5 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-15

Designations

• Certified Financial Planner

Other Names

• Jeffery Alan Yorg
• Jeffery A Yorg
• Jeff Yorg