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Jack Francis Baird

Focus Partners Wealth, LLC

Hingham, MA

CRD 5792132

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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
MA RA APPROVED 2023-04-03
  • MA RA
    APPROVED
    Since 2023-04-03

Branch Locations

50 Derby Street Suite 200, Hingham, MA 02043 • 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
Credit Suisse Securities (Usa) Llc Boston MA 05/2010 10/2018
The Colony Group Boston MA 11/2018 Present
  • 05/2010 → 10/2018
    Credit Suisse Securities (Usa) Llc
    Boston, MA
  • 11/2018 → Present
    The Colony Group
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-21
S63 Uniform Securities Agent State Law Examination 2010-07-23
  • S65 Uniform Investment Adviser Law Examination
    2023-03-21
  • S63 Uniform Securities Agent State Law Examination
    2010-07-23
Other Names
  • Jack Frances Baird

View on SEC IAPD

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Nearby Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA

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