Jacqueline Harris Higgenbotham

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 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 02/2019 → 06/2021
  First Republic Investment Management, Inc
  Portland, OR
• 02/2019 → 06/2021
  First Republic Securitiees Company, Llc
  Portland, OR
• 10/2016 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 08/2021 → 06/2022
  Victory Capital Services, Inc.
  Brooklyn, OH
• 08/2021 → 06/2022
  Victory Capital Management Inc
  San Antonio, TX
• 07/2022 → 11/2022
  Unemployed
  Denver, CO
• 12/2022 → 07/2024
  Gratus Capital
  Atlanta, GA
• 08/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2023-03-23 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
• 2021-08-04 → 2022-07-05
  Victory Capital Management Inc.
  Greenwood Village, CO
  San Antonio, TX
• 2020-02-07 → 2021-06-16
  J.P. Morgan Private Wealth Advisors Llc
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2020-02-02

Other Names

• Jackie Harris Higgenbotham