John Peter Routhier

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

• 04/2015 → 01/2017
  Bank Of America, N.A.
  Burlington, MA
• 04/2015 → 01/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
• 01/2017 → 07/2019
  Lincoln Financial Advisors Corporation
  Boston, MA
• 07/2019 → 10/2022
  Triad Advisors, Llc
  Norcross, GA
• 07/2019 → 11/2020
  Gwm Advisors, Llc
  Baton Rouge, LA
• 11/2020 → 10/2022
  Pallas Capital Advisors, Llc
  Braintree, MA
• 09/2023 → 07/2024
  Connectus Wealth Advisers
  North Andover, MA
• 11/2022 → 09/2023
  Hemenway Trust Company
  Salem, NH
• 06/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-09-27 → 2024-07-25
  Connectus Wealth
  North Andover, MA
  Windham, NH
• 2020-11-18 → 2022-10-18
  Pallas Capital Advisors, Llc
  Braintree, MA
• 2019-07-24 → 2020-12-01
  Newedge Advisors
  Braintree, MA
  New Orleans, LA
• 2017-01-11 → 2019-07-19
  Osaic Fa, Inc.
  Boston, MA
• 2015-04-14 → 2017-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
  Shrewsbury, MA
  Ashland, MA
  Wakefield, MA
  Ashland, MA
  Boston, MA
  Burlington, MA
  Burlington, MA
• 2011-07-29 → 2014-12-31
  Allspring Funds Management, Llc
  Bostong, MA
• 2010-10-07 → 2011-06-01
  Morgan Stanley
  Morristown, NJ
  Warren, NJ
• 2010-01-04 → 2010-08-09
  Edward Jones
  Wareham, MA
  Maryland Heights, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-12-30