Jason Hemsley

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

• 12/2016 → 02/2022
  Wells Fargo Bank
  Atlanta, GA
• 10/2021 → 02/2022
  Wells Fargo Clearing Services
  Atlanta, GA
• 10/2014 → 12/2016
  Bb&T
  Atlanta, GA
• 02/2022 → 07/2024
  Gratus Capital, Llc
  Atlanta, GA
• 08/2024 → Present
  Focus Partners Wealth, Llc
  Clayton , MO

Previous Registrations

• 2022-03-24 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
• 2021-11-15 → 2022-03-02
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  St. Louis, MO
• 2007-11-28 → 2010-11-10
  Bb&T Asset Management, Inc.
  Falls Church, VA

Other Businesses

?Name - Whispers of Winder, LLC ?NOT investment related ?Address - 116 N Center St, Winder, GA 30680 ?Nature of business - Historic Walking Tours ?Position - Part Owner ?Relationship - Owner ?Start date - June 2024 ?Hours per month - 5 ?Hours during securities trading hours - 0 ?I help facilitate walking tours around the town square on weekends and weeknights

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-21

Designations

• Certified Financial Planner

Other Names

• Jason William Hemsley