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Jeffery Alan Yorg

Focus Advisor Solutions, LLC

St. Louis, MO

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Current Employers
Focus Advisor Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2019-10-11
  • MO RA
    APPROVED
    Since 2019-10-11

Branch Locations

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Gurtin Fixed Income Management, Llc Chicago IL 02/2014 10/2019
Buckingham Strategic Partners Clayton MO 10/2019 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-15
  • S65 Uniform Investment Adviser Law Examination
    2014-10-15
Designations
Other Names
  • Jeffery Alan Yorg
  • Jeffery A Yorg
  • Jeff Yorg

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