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Jason Anthony Pfannenstiel

Focus Partners Wealth, LLC

Menlo Park, CA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

Branch Locations

1550 El Camino Real Suite 100, Menlo Park, CA 94025 • 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
Sanctuary Securities Llc San Francisco CA 07/2013 10/2018
Mirador Capital Partners, Lp Pleasanton CA 07/2013 10/2018
Bordeaux Wealth Advisors Menlo Park CA 10/2018 Present
Focus Partners Wealth, Llc Boston MA 07/2025 Present
  • 07/2013 → 10/2018
    Sanctuary Securities Llc
    San Francisco, CA
  • 07/2013 → 10/2018
    Mirador Capital Partners, Lp
    Pleasanton, CA
  • 10/2018 → Present
    Bordeaux Wealth Advisors
    Menlo Park, CA
  • 07/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-10
  • S66 Uniform Combined State Law Examination
    2011-02-10

View on SEC IAPD

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