Joli R Fridman

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

• 01/2018 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 10/2016 → 12/2017
  Stevens Wealth Management
  Deerfield, IL
• 01/2000 → 09/2016
  Fridman Financial Planning
  Deerfield, IL
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-02-08 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Deerfield, IL
  St Louis, MO

Designations

• Certified Financial Planner