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Kate Jonynas

Focus Partners Wealth, LLC

Chicago, IL

CRD 5595250

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-04
  • IL RA
    APPROVED
    Since 2026-01-04

Branch Locations

10 S Wacker Drive Suite 2600, Chicago, IL 60606 • 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
Kovitz Securities, Llc Chicago IL 09/2008 11/2020
Kovitz Investment Group Partners, Llc Chicago IL 01/2016 Present
Foreside Financial Services, Llc Chicago IL 12/2020 03/2021
Focus Partners Wealth, Llc St. Louis MI 01/2026 Present
  • 09/2008 → 11/2020
    Kovitz Securities, Llc
    Chicago, IL
  • 01/2016 → Present
    Kovitz Investment Group Partners, Llc
    Chicago, IL
  • 12/2020 → 03/2021
    Foreside Financial Services, Llc
    Chicago, IL
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-05
  • S66 Uniform Combined State Law Examination
    2009-06-05
Designations
  • Certified Financial Planner
Other Names
  • Kate Elizabeth Jonynas

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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